(513) 769-2700

We help doctors

build wealth

By harvesting tax savings, investing tax-free,

and avoiding investment losses. 

Download Your

FREE eBook

 

This helpful guide includes information that addresses several myths that doctors encounter when they begin practicing.

As seen in

As seen in

WealthRx

Path To Wealth

HARVESTING TAX SAVINGS

Imagine what your ideal financial future looks like, and explore what’s important to you. Taxes are your biggest lifetime expense. We work with Tax Strategists to identify savings. 

INVESTING TAX-FREE

Examine your current financial situation, and determine your financial needs, long-term and short-term goals. By using taxed, tax deferred, tax-free income strategies we identify tax-free solutions.

AVOIDING INVESTMENT LOSSES

Develop a custom strategy using the WealthRx Path to Wealth and specialists within our virtual family office. We help to identify solutions to help you avoid investment losses, and avoid risk. 

upcoming events

Review our seminars and workshops designed specifically for doctors to address your specific needs.  

THE one “big” thing

At WealthRx we are committed to working with doctors bringing awareness to the impact of “The One Big Thing” you can change today that will save you thousands. Let the advisors at WealthRx for Doctors show you how!

READY TO TAKE

The next step

It is not a matter of if you can save on taxes; it’s a question of how much are you leaving on the table.

 

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Contact us

Phone: (513) 769 - 2700
Fax: (513) 769 - 2703
info@kanuasset.com

Our Headquarters

4015 Executive Park Drive,
Suite 402
Cincinnati, OH 45241

kANU Asset Management, LLC is a Cincinnati, Ohio based Registered Investment Advisory (RIA) Firm. Securities are offered through Capital City Securities LLC, Member FINRA/SIPC/MSRB located at 3789 Attucks Dr Powell, OH 43065. Phone: 614-485-0803 or Fax: 614-486-4774. kANU Asset Management, LLC and Capital City Securities, LLC. are separate entities. Content herein is not to be construed as tax advice, please consult your tax professional.

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