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+1 (424) 277-2260
Our Services
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.
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.
Making the transition from working life to retirement—or starting your “3rd 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.
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.
Helping You Thrive, Whatever Your Situation
As women professionals, the financial advisors at Urban Wealth Management understand and are passionate about meeting the unique financial planning needs of women at every age, stage, and situation. Single or part of a couple? Check. Kids or other dependents? Check. No kids? Check. Caring for elderly loved ones? Check. Do any of these situations sound like you?
Changing Careers
Saving For Retirement
Planning Your Legacy
Newly Single
Does Urban Wealth Management Only Work With Women?
Our clients are made up of all kinds of people, from all kinds of households, at all ages and phases of life. Wherever you are and wherever you’re coming from, we want to get to know your goals and dreams and start creating a financial plan to make those dreams a reality.
Our approach of connecting with people to understand their goals first succeeds with every kind of client, and is becoming the standard for how financial planners work. Likewise, our philosophy of “Investing Like a Girl” and our belief in the importance of Socially Responsible Investing have been demonstrated for more than a decade to yield better results than “traditional” investment models. We believe our approach and philosophy are part of what help us succeed in serving clients from all walks of life.
Why Does a Fiduciary Matter?
Who We Are
The Urban Wealth Management team is a group of accomplished women with decades of experience in finance and a track record of recognized leadership. We come from various professional and educational backgrounds, including financial services, higher education, nonprofits, and small businesses. Our environment fosters Diversity & Inclusion throughout our team and clients.
