View: Home slider
Life Is Fluid.
Your Financial Plan
Should Be, Too.
At Urban Wealth Management, we know that the decisions you make today define your choice of lifestyle tomorrow. Our sole objective is to help you use your wealth to create the life you desire and deserve. We work to ensure that our clients’ financial plan reflects their values, desired lifestyle and ultimately, their legacy.
Forward Thinking ~ Smart Planning. Join us and let’s look forward together.
What We Offer
Founder and Managing Director
Senior Registered Associate
Smart Women ~ Savvy Money
It’s time for you to step up and step into your future. Women are the new thought leaders changing the landscape of Wealth Management. And here is where you can begin your journey. Engage UWM today to create the plan that meets your unique needs as a strong, empowered woman.
Our vision is that every woman will live a life of her design using her wealth to fulfill her dreams, enjoy her passions and expand her interests.
Our Mission is to provide a supportive and secure environment where women are encouraged to explore and learn to become more savvy with their money.
Events + Media
Developing Trends in Real Estate — A Smart Women 20/10 Webinar
Staying informed about current trends is crucial to a real estate investment strategy. Join us for an update from Nancy Harris of Keller Williams.
5 Things You Need To Know About Disability InsurancePosted May 20, 2016 by Diane Manuel
With the advent of new medical technologies, we're all more likely to be disabled than die due to injury or illness. May is Disability Insurance Awareness Month. Act now to review your disability insurance and determine your financial capacity to weather a serious illness or injury.
Your Life, Your Legacy: A Conversation With Beth BergmanPosted May 04, 2016 by Diane Manuel
Beth Bergman, a partner at the law firm Bergman and Allderdice, represents non-profits in all areas, including community and economic development. The firm’s goal is to support the self-sustainability of community-based non-profits. Her mantra is “Think private; act public."