We know that for too many years, women—and especially women of color—have been underserved by financial services in general and investment services in particular. We also believe that an important step in meeting the needs of an underserved group is for the industry to look like the people it wants to serve. Urban Wealth Management’s mission grows from these principles. Our approach has been crafted specifically to help women connect with their own goals and desires, and understand how their finances can grow to support the lifestyle they aspire to lead. This is combined with a fierce commitment to mentoring the next generation of financial planners, working to change the face of financial services, literally.
We aspire for our clients to be as bold as we feel. We want women, in particular, to move out of neutral and become brave and strategic about their money and their investments. We want all of our clients to have the confidence to build flexible plans and master vital tools on the road to becoming financially savvy. One of our working mantras is: “It’s never too late.” We believe there is always an opportunity to start fresh and keep moving forward.
While we specialize in helping women build their confidence and create financial security for themselves, their loved ones, and their communities, we have found that our approach work equally well with all kinds of clients. In tailoring our work to the unique needs of an underserved group, we discovered that everyone’s needs are unique, if you just bother to ask. One-size-fits-all financial plans don’t actually fit anybody, because every person’s life is unique.