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  • 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?

Our Team

Founder and Managing Director

Insurance Advisor

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.


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.

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.


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.


Blog + Press

Latest Blog

You've been socking away money for your golden years, but realize that you'd also like to ensure that your children and/or grandchildren are provided for too. Well, there's a way to do both....