Your future starts with a solid financial plan. We help you identify your goals, find the best roads for you to take, provide you with the best tools and resources available, and estimate how long it will take to reach your goals. We have a variety of customized offerings to meet your unique situation.
With our “big picture” investing philosophy, we continually assess domestic and global short-term and long-term economic trends to find the best industries, sectors, and types of investments. Our innovative risk management assessment makes it easy to judge how much risk your portfolio can accept in relation to your goals.
The role of insurance is to protect against risk—and for this reason, it is an important element in financial planning. The details depend on your situation, but they usually include some form of life insurance, long-term care policies, and annuities for income protection. We evaluate current areas and levels of coverage and recommend short-term and long-term improvements.
Making the transition from working life to retirement—or starting your “Third Act” as we like to call it—requires not only a big shift in lifestyle but also changes in how your assets are managed. As life spans increase, especially for women, you need a flexible income plan that can last for 25 years, 30 years, or even longer.
Are you passionate about creating a better world? We know this work is not easy and often requires wearing multiple hats. We partner with nonprofit organizations and their leaders to chart a holistic approach to financial services driven by the organization’s unique vision and goals.
Urban Wealth Management partners with entrepreneurs and small business owners to put their planning on the right track. We can help you future-proof with retirement and insurance planning that matches your company’s vision and financial goals. If you're transitioning from a corporate job to life as an entrepreneur, we can help you plan for the future.