• Forward Thinking. Smart Planning.

  • Use Your Money To Design The Life You Want.

  • Life Is Fluid. Your Financial Plan Should Be Too.

  • What do you want your legacy to be?

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.

Our Team

Financial Advisor

Founder and Managing Director

Insurance Advisor

Senior Registered Associate

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Smart Women ~ Savvy Money


It's Time!

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.

Vision

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.

Mission

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.

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Events + Media


Why Gender Diversity Should Matter to Investors — A Smart Women 20/10 Webinar

Join us Thursday, May 12, for an eye-opening discussion with Martha Schuman of Pax World Investments.

Defending Fed Chief Yellen

René Nourse discusses the impact of the Fed on the markets on CNBC's Closing Bell.

Blog


Why Investing in Women Pays Dividends

Posted May 04, 2016 by Rene Nourse

There’s a lot of talk these days about gender diversity, equality and inclusiveness. Did you know that there is also tons of empirical evidence linking gender diversity and profitability?

Your Life, Your Legacy: A Conversation With Beth Bergman

Posted 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."

Financial Fitbit: Healthy Finances

Posted May 02, 2016 by Rene Nourse

If you’re serious about health and fitness, you’re probably using some type of tool to keep you on track. It’s all about accountability. The same holds true for personal finances.

5 Things to know about Presidential Elections and the Market

Posted April 22, 2016 by Diane Manuel

It’s been a long election season so far, and we still have months to go.... How do Presidential campaigns affect investing? Here are five things to know about elections and the Market.

5 Tax Things NOT to Worry About

Posted April 12, 2016 by Diane Manuel

Tax day is coming.... Diane Manuel has five things you DON’T have to worry about, even if haven’t filed yet.

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