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Get Your Financial Life in Gear!

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Who We Help


Who We Help

Tap or hold your mouse over an image to learn more about some of the clients we serve.

Always on the go, and no time to keep track of what you got? And that could be a lot — stock options, bonuses, employee benefits. We can help you track what’s coming in and what’s going out so you can make better financial decisions.

Busy Professionals

They say the only constant in life is change. But some changes are bigger than others. Divorce, widowhood, or career changes can rock your world. We can help you respond or anticipate your needs, so you stay steady.

Life Changes

Looking ahead? Of course. Are you making good financial decisions to maintain longevity for your “third act”? We can help—with retirement planning, navigating Social Security and Medicare, long-term and short-term healthcare, and much more.

Third Act

Partner, caregiver, entrepreneurs, executive, nonprofit dynamo. You’re making an impact. We’re helping—by giving you the tools to choose the best benefits and options to sustain your goals, today and in the future.

Women

You bring the best of yourself to develop the minds of our next generation of leaders. What about you? Are you creating a financial future that you can count on? We can help you build the wealth you need.

Educators

Riskalyze

Are you getting the most from your investments? Our two-minute risk analysis can help you find out.

Our Services


Our Services

Financial Planning We help you identify your goals, find the best road to take, provide you with the best tools and resources, and estimate how long it will take to reach your goal. We offer a variety of different platforms to meet your needs. Asset Management Our investment philosophy is based on a “top-down” approach. We evaluate the current, near-term, and long-term economic environment to identify emerging trends and the best industries and sectors to invest in. Insurance Services We evaluate your current coverage, make recommendations to improve your coverage, and implement it on your behalf. If you are working with an insurance professional already, we can still evaluate what you have and share our recommendations. Retirement Planning Making the transition from working to retirement requires changes in how your assets are managed. Longer life spans require an income plan that will last for decades. We can help build a customized plan that meets your needs. Nonprofit & Foundation Services Trying to create a better world is not easy. Volunteers and staff have to wear multiple hats and remain fiscally responsible. We partner with nonprofits and foundations, using a holistic, mission-driven approach to financial services. & Funding College Planning Preparing for the cost of higher education presents a challenge for people at all income levels. We can help make the most of your financial opportunities, so that paying for school fits into your overall financial picture.

The Urban Wealth Management Team


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Founder and Managing Director

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Financial Advisor

Financial Advisor

Financial Advisor

Senior Registered Associate

Financial Planning Apprentice

Carroll quote

“If you don’t know where you are going, any road will get you there.”

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