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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
Aging in Place — Having the Conversation
5 Things to Know about the “B” WordPosted March 27, 2017 by Diane Manuel
Budgets! When we mention the “B” word, heads start spinning and eyes glaze over. Yet budgeting is the core of growing wealth. Understanding your own personal budget is the first step on the yellow brick road to wealth. Don’t let the Wicked Witch of the West stop you. Your budget is your pair of ruby slippers. Let’s set you on your road to Oz.
5 Things You Need to Know About RothsPosted March 27, 2017 by Rene Nourse
What’s the deal with Roths? Are they worth the hype? The short answer is YES, because the money you sock away will never be taxed when you take it out. That is H-U-G-E and can have implications for your ability to live your life without being under the tax microscope. How do you get there? Here are five keys.
Health Savings Accounts: A Major Trifecta!Posted March 20, 2017 by Rene Nourse
HSAs are one of the most overlooked employee benefits with tremendous tax advantages and retirement planning potential. Tax-deductible contributions. Tax-free withdrawals for qualified medical expenses. Tax-free earnings. No “use it or lose it” provision. Sound good? Learn more!