Our Mission

The mission of Urban Wealth Management is to empower our clients to live lives of their own design, using all of their assets to fulfill their dreams and follow their passions.

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 believe every person—and especially every woman—should have the ability to create the lifestyle they desire and deserve.

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’ve found that our approach works 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.

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ADV Part 3 - Customer Relationship Summary

Advisory services offered through Urban Wealth Management Group LLC, an SEC Registered Investment Advisor.

The views expressed represent the opinion of Urban Wealth Management LLC. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Urban Wealth Management LLC believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Urban Wealth Management LLC view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

The links listed on our website offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of UWM. UWM does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. UWM does not necessarily endorse or recommend any commercial product or service described at these websites.

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