Urban Wealth Management is an all-woman team of accomplished, experienced professional financial planners based in Los Angeles, with clients all over California and across the United States. We are a diverse group in terms of age, lifestyle, background, and ethnicity, including women of color. We have also come to financial planning from a variety of backgrounds, such as higher education, and small business, and corporate America. Each of our advisors holds a Certified Financial Planner™ designation.
The Urban Wealth Management Group was founded in 2012 by René Nourse, who left a major investment firm after 25 years to pursue her vision of creating a financial planning approach that would apply good strategic investing principles to personal strategic goals. Since 2012, the firm has grown, and its services have expanded to include not only financial planning and investing but also insurance and support for small businesses and nonprofits. All our services start with a holistic view of our clients’ goals, building a financial strategy to match.
As professional women ourselves, we are especially in tune with the financial, professional, and emotional needs of women. Despite many cultural and social advances, many women still feel insecure about making financial decisions and setting financial goals for themselves. Urban Wealth Management wants to help our clients—especially women—feel confident about creating the lifestyle they desire and deserve.
Urban is where we are, and where most of our clients are, too. The women of UWM live and work in Greater L.A.—not the one on television, but the real L.A. of busy professionals who balance the demands and rewards of work with the demands and joys of diverse, multi-generation families. We’ve also found that the pace of urban life, the demands of work, and opportunities to serve the public good, are common themes in the lives of all our clients, wherever they live.
What is “Wealth Management”?
Wealth is not the same thing as money. Our advisors describe wealth as the means to sustain your well-being across whatever matters to you. So that’s where we start. What matters most to you? What are your priorities? What are your habits (which are often based on priorities you didn’t even know you had)? How have your conscious and unconscious priorities shaped what you do with your money? What do you want to do with your money? And what can we do to start using your money to create sustained wealth that will give you the freedom to live the kind of life you desire? The financial planners of Urban Wealth Management will help you develop your financial resources so that they meet your well-being now and in the future.
Would you like to learn more about us or our services? Or are you ready to start working with us to begin creating the life you desire and deserve? If you are ready to talk about your goals and your needs, please schedule a complimentary half-hour chat. We can't wait to meet you!