Kure Net Worth Management

Specialties

As a fee-​only financial advisor, I sell no products and receive no commissions. Instead, you pay one annual fee that covers all our meetings and full access at no additional charge whenever you have questions or your circumstances change.

Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

History

Established in 2013.

After spending 7 years as a «Wall Street» Equity Analyst for KeyBanc Capital Markets in Cleveland, Ohio, I decided to adjust my career focus from working with institutional clients to helping families and individuals in a more personal and holistic manner. During my time as an Equity Analyst, I was able to gain insights and experience on the multitude of factors that move markets and advised professional investors running mutual funds, hedge funds and pension funds. While my prior role was interesting and challenging, I now feel called to leverage this experience and passion to assist families establish, grow, sustain and ultimately pass on wealth in a prudent and risk-​adjusted manner.

Meet the Business Owner

Anthony K.

Business Owner

Being a life-​long Clevelander, I graduated from St. Ignatius High School, Miami University (Accounting) and Case Western Reserve University (Weatherhead School of Management) with an MBA in Finance. I currently hold the Series 7, 86, 87 and 63 licenses and passed the Certified Financial Planner® exam in March 2012. I am fortunate enough to have been married to my wife Jennifer since 2001 and we are blessed with three beautiful daughters. I enjoy bike riding in the Metroparks, coaching the girls’ soccer teams, reading and the occasional round of golf.