We help doctors
By harvesting tax savings, investing tax-free,
and avoiding investment losses.
This helpful guide includes information that addresses several myths that doctors encounter when they begin practicing.
As seen in
As seen in
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.
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.
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!
Sign up to stay in touch
4015 Executive Park Drive,
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.