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.
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
Long-Term Care - A Smart Women 20/10 Webinar
In our February webinar, insurance advisor Christen Berman explains why planning for long-term care is especially important for women.
5 Things: Get Ready For College. Now.Posted February 08, 2016 by Diane Manuel
Wow, it was just yesterday that your child was a baby and friends and relatives were congratulating you on such a happy and darling child. You could envision her playing soccer and little league, and being the star at science camp.
Does Your Retirement Plan Have a Big Red Bullseye on It?Posted February 04, 2016 by Christen Berman
I want to warn you, this article you are reading now is not sexy, warm and fuzzy, but it is critical if your goal is to not only preserve your dignity but to ensure you don’t run out of money during your most vulnerable retirement years.
Interview: Yolanda Gorman on PhilanthropyPosted January 27, 2016 by Diane Manuel
How to create a culture of giving? Of enthusiasm? Of innovation and creativity? Yolanda Gorman, member of the Board of Regents for the University of California, believes that these issues will be at the forefront of philanthropy as we move through the early parts of the 21st century.