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Get Your Financial Life in Gear!

What We Do

Financial Planning

Asset Management

Insurance Services

Retirement Planning

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See René's latest Closing Bell appearance

CNBC's Closing Bell, Monday, March 12th

How much investment risk can you handle?

Take this quick survey.

René Nourse is a Woman to Watch!

See photos from the InvestmentNews Awards Luncheon

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

Mindful Goal-Setting

A Smart Women Webinar with Imelda Villalobos

Goal or Resolution? Does it matter?

A guest blog from our April webinar speaker, Imelda Villalobos

René Nourse is back on CNBC's Closing Bell

Tuesday, April 3rd at 12 noon PT/3 p.m. ET

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!


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


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.


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.


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.


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

Financial Advisor

Senior Registered Associate

Personal Risk Solutions Advisor

Carroll quote

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