At URBAN Wealth Management, we believe that Financial Planning is the starting point for all matters related to Wealth Management. Your plan should be the primary driver with respect to how your assets ought to be managed – not the other way around. Moreover, we also like to be connected with our clients on a much deeper level. Our process involves more than acquiring data, crunching numbers and handing you a set of projections. Knowing who you are as a person is just as important as helping you define and reach your financial goals. It gives us better insight so that we can design strategies to help you meet your objectives.
Additionally, we believe that attempting to outpace the market is not a financial plan. Other than the desire to continuously seek positive returns, this approach is not based on or driven by a desire to achieve a specific financial goal or objective. By creating the plan first, we can provide you with a set of acceptable and achievable returns - commensurate with your risk profile - to guide you towards a successful outcome. This in turn, will help to create a higher level of certainty about meeting your goals and concomitantly, help to reduce anxiety about the day to day changes in market value.
Finally, we believe that sustainable and socially conscious investing is not a fad, but a way of aligning your values with your investing and financial planning goals. High marks are placed on companies with strong governance policies, who advocate and actively support a diverse workplace, are environmentally and animal friendly and are actively involved within the communities they serve. These are qualities that many of our clients believe are important -- and we do too. As such, we walk the talk in our business practices and offer investment programs that speak to those ideals.
This information is for general informational purposes only and is not intended as an individualized recommendation or a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, URBAN WM recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.
All expressions of opinion are subject to change without notice in reaction to shifting markets, as well as tax and estate planning rules. Examples provided are for informational purposes only and are not intended to be reflective of results you can expect to achieve.