IS YOUR FINANCIAL PLAN MISSING SOMETHING?

OUR SOLUTIONS FALL INTO 3 CATEGORIES

GROW

Build wealth by putting your hard-earned assets to work.

HOW?

Wealth Management
Investment Management

PRESERVE

Protect the assets that can help you live the way you’ve always imagined.

HOW?

Retirement Planning
Insurance Planning
Debt Management
Tax Minimization Strategies

LEGACY

Provide for the people and causes you care about the most.

HOW?

Financial Literacy
Estate Planning

TAX MINIMIZATION

Tax minimization is more than just simply maximizing the amount of money you keep in your pocket at income tax time; it’s a long-term engagement and an important component of the overall financial planning process.

FINANCIAL LITERACY

More times than not the benefits that children receive from growing up in a wealthy home does not result in their knowledge of how to manage wealth. Parents have to actively engage their offspring in the financial literacy process. At WealthRx we provide workshops throughout the year and one-on-one consultations for our high-net-worth clients and their children.

DEBT MANAGEMENT

The amount of debt that doctors incur can feel like a crushing weight. With proper balance of good debt compared to your income, we will work together to create a debt management plan that will help keep your financial life balanced.

ESTATE PLANNING

Much like your skull protects your most valuable asset, your brain, estate planning protects your wealth. Most physicians who experience rapid wealth accumulation after training forget to shelter and protect the wealth they are earning. We work with you to make sure that you have adequate protection to help mitigate for any circumstances that can result in negative results on your estate.

RETIREMENT PLANNING

We improve retirement income portfolio outcomes for our clients, utilizing our “Efficient Income Frontier” tools. This set of optimal portfolios is designed to offer the highest expected return for a defined level of risk or the lowest risk for a given level of expected return. You can leave your desired legacy as we build your kANU path to wealth.

INVESTMENT MANAGEMENT

Avoiding losses is the number one objective in investment management. We actively monitor your investments to achieve your goals. We provide a white-glove service that allows you to build the legacy you desire. Whether you are planning for retirement, college savings, or personal business objectives, we are committed to delivering value with our active oversight of your investments.

INSURANCE PLANNING

Insurance protects you and your family from unexpected life and financial challenges. A well developed financial plan puts in place solutions that protect you from major financial loss.

WEALTH MANAGEMENT

At kANU Asset Management we believe that your financial house needs to be managed from a holistic perspective. Instead of seeking financial advice and products from a series of professionals, our clients benefit from having a financial quarterback who understands all aspects of their finances.

Working with a WealthRx Advisor could make a world of difference

“We are a different kind of firm with a different approach. We’re the (financial) practice of the future—a virtual family office where the successful and wealthy can establish their financial haven.”

– I. Enyi Kanu, Founder and CIO