(513) 769-2700

4015 Executive Park Drive, Suite 402, Cincinnati, OH

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

One Team. One Platform. Complete Financial Harmony

Our Core Values

Integrity | Excellence | Clarity

"Your Trusted Partner in Wealth Management, driven by Integrity, Excellence, and Clarity"

OUR STORY

We founded kANU Asset Management in 2013 because we believed something fundamental: wealth management should empower, not overwhelm.

We watched successful professionals and families—people who'd worked hard and achieved so much—struggle with fragmented advice, conflicting strategies, and premium fees that didn't deliver premium results. Meanwhile, comprehensive wealth coordination remained a privilege of the ultra-wealthy.

You deserved better.

From our Ohio base, we built a Virtual Family Office model that changes everything. We bring together tax strategists, legal experts, and investment professionals who work as one coordinated team—on your behalf. Business owners, healthcare professionals, executives, athletes, entertainers, and families building legacies now access the same world-class coordination once reserved for traditional family offices, without the complexity or cost.

Our promise is simple but uncompromising: we only work with clients we know we can genuinely help. Through our WealthRx Advisor Network, we deliver strategies that reduce your taxes, mitigate your risks, and eliminate waste—so your wealth works harder for you.

The outcome? You don't just preserve and grow what you've built. You gain something more valuable: the freedom to enjoy your success, confident that every aspect of your financial life is working together, protecting what matters most, for generations to come.

How we do it

A seamless virtual family office experience...

At kANU Asset Management, we bring simplicity, clarity, and coordination to every aspect of your financial life through our Virtual Family Office model—a modern, technology-driven approach that delivers the benefits of a traditional family office without the cost or complexity.

We integrate your entire financial team—CPAs, estate attorneys, investment advisors, and risk specialists—into one seamless unit working on your behalf. You gain a single point of contact who orchestrates your financial, tax, and legal strategies so everything moves in harmony.

Designed for those who value both Prosperity and Peace of mind, our membership model empowers professionals, business owners, and families to build and preserve lasting wealth. As your life evolves, so does our guidance—offering the confidence of constant oversight without the weight of doing it all alone.

By eliminating fragmented advice and time-consuming coordination, we empower you to build, preserve, and transfer wealth with clarity, confidence, and peace of mind—today and for generations to come.

Our Values are a little too obvious

You’ll see them in how we listen, how we advise, and how we stand by every client decision we make together.

Simplicity and Efficiency

Strategic Tax and Wealth Planning

Cost-Effective Access

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OUR MISSION

At kANU Asset Management, our Mission is to 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 VISION

"Our Vision is to Provide Financial Guidance grounded in the Biblical Statement: “I will instruct you and guide you along the best pathways of your life. I will advise you and watch your progress”- Psalm 32:8

AWARDS AND RECOGNITION

Since 2004, kANU Asset Management has earned recognition for redefining wealth management through innovation, integrity, and results.

As a Leading Registered Investment Advisory Firm, we deliver the benefits of a Virtual Family Office—offering clients seamless access to top-tier financial experts.

Our award-winning WealthRx Advisor Network is known for proactive, holistic strategies that reduce taxes, mitigate risk, and elevate every aspect of our clients’ financial lives.

Our Custodians

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Corporate Headquarters:

4015 Executive Park Drive, Suite 402, Cincinnati, OH

Phone: 1 513-769-2700

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