What We DoOur Solutions
Financial Planning
Our clients come from diverse backgrounds and life experiences. Many of our clients live in Omaha, but we work with people and families across the country. The professionals at Barstow & Company can assist with Retirement, Social Security, Divorce, College, Estate & Trust strategies, Business Transitions, Charitable Giving, Inheritance and Generational Wealth.
Investment Management
Each client has a portfolio that matches their unique goals, timeline, and risk appetite. We take the time to understand your risk tolerance and translate it to a cost efficient, effective mix of investments that is personalized to you.
Leading Your Financial Team
We regularly lead our clients’ work with estate planning lawyers and tax professionals. We are happy to work with a client’s existing legal and tax team, and we can also recommend a legal or tax professional if a client needs one.