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?
About Urban Wealth Management
Founder and Managing Director
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.
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
How To Stay Calm During The Holidays: Smart Women 20/10 WebinarOctober 8, 2015 - 1:00pm to 1:30pm
The Smart Women 20/10 is designed to provide women with the tools necessary towards becoming savvy with their money.
US Firms Seeing the Urge To Merge
There’s a lot of different factors that are playing into this, but let’s just say right now the urge to merge is the name of the game. Healthcare in particular, you might have also noticed, has been hot with a lot of M&A activity, now that the Affordable Care Act, commonly known as Obama Care, has finally been upheld again, a lot of companies are saying they need to look at aligning their resources and making sure that they can keeping their profit margins in line. So becoming vertically integrated makes a lot of sense, so we’ll see more acquisitions taking place in that space as an example, but we also have activism that is alive and well here, and that’s also creating a lot of M&A activities, spin offs, restructuring, even if the Feds move interest rates up a little bit, I don’t think it’s going to bring an end to this game.