(513) 769-2700

4015 Executive Park Drive, Suite 402, Cincinnati, OH

WEEKDAYS: 9:00am - 5:00pm. SATURDAY | SUNDAY: CLOSED

PROACTIVE PLANNING TEAM

"Our Dedicated Proactive Planning Team will deliver a Personalized Financial Strategies for Lasting Legacies."

Schedule a Free Consultation nowGet our no obligation 2nd opinion

Proactive Planning Team

WHO WE SERVE

Personalized Financial & Wealth Management Strategies that Work for You

We work with driven individuals and families navigating financial decisions at every stage of life. Through thoughtful, goals-based planning and customized, risk-aware portfolios, we help turn complexity into clarity—so clients can focus on what matters most.

⬛️ Healthcare professionals (e.g., group home and home healthcare owners)

⬛ Business owners

⬛ Corporate executives

⬛ Retirees and pre-retirees

⬛ Ambitious, aspiring achievers (AAA)

⬛ Families and individuals building or preserving wealth

⬛ Professionals in construction (general contractors, specialty trades, developers, etc.)

Schedule a Free Consultation now

MORE THAN 500 YEARS OF COMBINED EXPERIENCE

Empowering You to Simplify, Protect, & Grow Your Wealth

At kANU WealthRx Advisor Network, we have assembled a Dedicated Global Team of Financial and Legal Thought Leaders and Subject Matter Experts with over 500 Years of combined Experience, who work Collaboratively to provide advanced Solutions and Strategies customized to meet your Financial Goals.

☑️ Tax-Free Growth

☑️ Tax-Free Income

☑️ Upside Market Participation

☑️ Zero Investment Losses

☑️ Flexible, and Leveraged Premium Financial Options

☑️ High Net worth Families and individuals

☑️ Critical and Terminal Illness Cash Access

Schedule a Free Consultation now

"We treat every Client like they are our Only Client”

kANU Asset Management is a Cincinnati, Ohio based Registered Investment Advisory Firm (RIA) with a Single Focus: To provide Sound Investment Advice and Exceptional Service to our clients. Our Virtual Family Office offers a Collaborative Team of Thought Leaders and Subject Matter Experts to help you Legally Reduce your Taxes, Risks, and Expenses and Redirect those Savings into Growth assets, Multi-Generational Wealth, Legacy, and Philanthropic Causes that are near and dear to you.

OUR SERVICES

Schedule a Free Consultation nowGet our no obligation 2nd opinion

Tax Planning

Maximize Savings and Compliance with Strategic Tax Planning, guided by our Financial Experts to Optimize your Tax strategy and enhance Financial Health.

Wealth Management

Create a customized Investment plan tailored to your goals, Risk tolerance, Cash flow needs, and Legacy aspirations. Secure your Financial Future with a Strategy designed to Grow and Protect your Wealth.

Insurance and Risk Management

Risk Mitigation

Access to Life, Disability, Long-term care, Property and Casualty, Personal and Commercial Liability.

Business Advisory

Unlock Growth and Efficiency with our Financial business Advisory Services, Optimizing Decision-making, Enhancing Income, and securing Long-term success through expert guidance

Trust and Estate Planning

Secure your legacy and protect your assets with expert trust and estate planning, ensuring a seamless wealth transfer and peace of mind for future generations. Let our financial experts guide you every step of the way.

Financial and Retirement

Retirement Planning

Develop a personalized retirement plan tailored to your financial status, goals, and aspirations. With ongoing monitoring, ensure you stay on the path to a secured wealth for those who are near and dear to you with a fulfilling retirement.

Institutional Consulting Services

Enhance organizational performance and achieve strategic goals with our Institutional Consulting Services, guided by our financial experts to deliver tailored solutions that drive success.

kANU Financial Literacy Institute

Boost your financial confidence and decision-making skills through comprehensive financial literacy. Our financial experts provide personalized guidance to help you understand money management, investment strategies, and budgeting for a secure financial future.

Philanthropy

Engage in philanthropy to lower your tax liability while making a positive impact. Our financial experts can help you navigate charitable giving strategies that maximize tax deductions and enhance your financial benefits.