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50 Things About Personal Finance

A New E-book by René Nourse and Diane Manuel

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Smart Women ~ Savvy Money

Create the Life You Desire and Deserve

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Align Your Investments With Your Values

A Smart Women's Webinar, Thurs. June 8th, 1 PM PT

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Get Your Financial Groove On

5 ways to get set for a great rest of the year

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"Make Change Happen"

Your Life, Your Legacy: A Conversation with Vivienne Lee

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Impact Investing: Putting your $ where your ❤️ is

A guest blog from the leader of our June webinar

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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.

Our Team

Financial Advisor

Founder and Managing Director

Insurance Advisor

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.

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.

Events + Media


Aligning Your Investable Dollars With Your Values — A Smart Women 20/10 Webinar

Closing out First Quarter 2017

René reviews the markets as the first quarter of 2017 comes to an end.

Blog


Guest Blog: Impact Investing

Posted May 17, 2017 by Urban Wealth Management

Sustainable, responsible, and impact investing is making a mark in the U.S. economy. Guest blogger Susan Baker explains.

Your Life. Your Legacy. A Conversation with Vivienne Lee

Posted May 01, 2017 by Diane Manuel

Vivienne Lee realizes that systemic change is needed to create more equality and equity in society, and she has spent her career creating the conditions to make it possible.

Supersize Your Retirement Planning

Posted April 30, 2017 by Rene Nourse

It doesn’t take an advanced degree to know that the more you put into a retirement account, the more you’ll have later. But how much should you be putting away? And how much should you have to make sure you can live comfortably in retirement? And what if you’re not at that level yet? According to a recent study, a few percentage points can make a dramatic difference over time.

Picture: Helping hands

Guest Blog: 5 Conversations to Have With Elders Facing Alzheimer’s or Dementia

Posted April 10, 2017 by Urban Wealth Management

Elder care attorney R. Christine Brown presents 5 tough but important conversations to have with aging relatives, especially if they’re facing Alzheimer’s or dementia.

5 Ways To Get Your Financial Groove On

Posted April 10, 2017 by Diane Manuel

One quarter down! You’ve recovered from the holidays and Girl Scout cookies. Now on to the next thing: setting yourself up for a wonderful year.

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