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.

We provide a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning. With the kANU Difference in place, we develop a detailed strategic plan based on your financial situation, goals and comfort level with risk. 

As a trusted advisor we meet regularly with our clients to update goals, review and adjust their financial portfolio, and determine whether additional services are necessary.