Join the UWM Club! Learn the 5 steps to creating your lifestyle by design.

  • Forward Thinking. Smart Planning.

  • Use Your Money To Create The Life You Want.

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

  • There Is No One Size Fits All When
    It Comes To Designing Your Life Plan.

Our Team

Christen Berman

Insurance Advisor

April Charles

Senior Registered Associate

Life is fluid and your financial plan should be, too.

At Urban Wealth Management, we believe that Financial Planning is the starting point for all matters related to wealth management. Your financial plan should determine how your wealth (ought to) be managed — not the other way around.

Our process is more than just acquiring data, crunching numbers and reviewing pages of projections. Connecting with and understanding who you are as a person is just as important as helping you define and reach your financial goals. Armed with that insight, we design strategies that can not only help you achieve your financial goals, but will reflect your values, desired lifestyle and legacy.

Services


Financial Planning

We believe that planning is fundamental to attaining one’s financial goals.

Asset Management

We analyze and identify upcoming trends, most promising sectors and industries and best investment vehicles to meet all of our clients’ unique needs.

Retirement Planning

We segment your assets based on future income needs, increasing certainty of cash flow and decreasing anxiety associated with fluctuations in the capital markets.
header-swsm

Smart Women ~ Savvy Money


header-about

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.

footer-swsm

Blog + Press


Latest Blog

There’s no doubt that online shopping and banking have come leaps and bounds over the past decade, or even just over the last 5 years. Being able to take a picture of a check in order to deposit...

Past Blogs

Connect