Our Process

In all of our services, Urban Wealth Management emphasizes financial planning first—since we can’t advise you on what to do with you money unless we understand your goals and objectives, needs, and timelines. The financial decisions you make today will define the kind of life you lead in the future. We work to ensure that your life map leads to the lifestyle you desire and deserve.

It Starts With a Relationship

Our process starts with establishing a relationship. As women, and as professionals, we share many of the goals and pressures of our clients. But everyone's relationship with money is different‚ just like everyone's situation. When you become our client, we build a connection so we can understand where you're coming from and what matters to you.

We start where you are. Don't worry if you've never done any of this before—we'll help guide you as you figure things out. What does your life revolve around now? Where do you see yourself going? Where do you want to go? What kinds of life experiences do you want to have? Then we explore what you have and how you're using it. What are your spending habits? Are there ways you could be savvier with your money, become a smart investor?

Create Your Life Map

We base our financial planning approach on four principles: Organize, Prioritize, Strategize, and Thrive. We want to help you harness all your resources so everything is pulling in the same direction, supporting the kind of future you desire. You supply the vision—we'll bring together the moving parts so you can live fearlessly.

Connect With Us

Are you ready to start your financial planning journey? It's a lot easier and more exciting than you might expect. Wherever you are, now is a good time to start. Connect with us to schedule a free half-hour consultation. We can't wait to meet you!

Learn More About Our Mission

Learn More About Our Team

Learn More About Our Services

Connect With Urban Wealth Management

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.

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