At Urban Wealth Management, we are 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. While our office is based in the South Bay region in Los Angeles, we serve clients all across the US.
The Urban Wealth Management Group was founded in 2012 by René Nourse, who left a large investment firm after 25 years to pursue her vision of creating a firm that approached wealth management differently. We apply strategic investing principles to personal strategic goals customized to each individual client's objective. UWM has grown in assets under management, team members, and services to include not only investing, and financial planning but insurance and tax planning.
As professional women ourselves, we understand the financial, professional, and emotional needs of women. Despite 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 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 what matters to you and 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? What can we do to start using your money to create wealth that will give you the freedom to live the kind of life you desire? All our services are led with a holistic view of your financial goals. The advisors of Urban Wealth Management will help you develop your financial strategy so that it meets your well-being now and in the future.
Would you like to learn more about us and 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 consultation. We look forward to meeting you!