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Does planning your financial future feel like a jumble of moving parts?

What We Do


Financial Planning

Asset Management

Insurance Services

Retirement Planning

Nonprofit Services

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See René's latest Closing Bell appearance

CNBC's Closing Bell, Friday, February 9th

How much investment risk can you handle?

Take this quick survey.

Does your trustee have the right stuff?

Find out at our next webinar, March 8th at 1 p.m. PT

"It's so fun!"

Talking to Diane Reichenberger about philanthropy

5 Things About the TCJA

What you should know about the new tax law

Markets making your head spin?

Here are 5 things you need to know

Find Your Perfect Successor Trustee

Tips from March webinar hosts Zakiya Norton & Somita Basu

Get in gear!

We provide our clients with the tools and resources vital to being financially competent and confident. We want you to breathe easier, feel secure, and live your life fearlessly!

Gears

Organize Prioritize Strategize Thrive
We understand
that life is fluid
Your financial plan
should be, too.

Organize

Be clear, purposeful, and directed. We look at your existing finances, benefits, and lifestyle. Where have you been? Where are you now? Where do you want to go? This initial step helps create the context for next steps and dialogue.

Prioritize

Knowing your dreams and aspirations is essential when creating a financial plan tailored for you and/or your family. Not sure about your dreams or aspirations? We can help you get clear about that, too. We will identify and prioritize what’s most important to address right now, as well as for your long-term objectives.

Strategize

Your plan is defined by your goals and is designed to guide you through life. The result? A clearer path to your destination. We keep you engaged in the process by presenting different scenarios and solutions to get and keep you on the path to financial success.

Thrive

You’ll flourish and prosper. We keep a focused view on all aspects of your wealth plan, making sure that it stays on track. When your life changes, we’re there to update and adjust to your new reality. Don’t worry—we’re by your side for as long as you want. We know that life is fluid. Your plan should be too.

The Urban Wealth Management Team


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Founder and Managing Director

Financial Advisor

Senior Registered Associate

Personal Risk Assessment Advisor

Carroll quote

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

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