+1 (424) 277-2260

Blog

Select a Topic

René Nourse: A 2021 Banking and Finance Visionary

Urban Wealth Management

Published March 29, 2021

René Nourse: A 2021 Banking and Finance Visionary

Urban Wealth Management

Published March 29, 2021

René Nourse has been named one of Southern California's 2021 Banking and Finance Visionaries by Banking & Finance, a Los Angeles Times publication.

René Nourse has been named one of Southern California's 2021 Banking and Finance Visionaries by Banking & Finance, a Los Angeles Times publication.

René Nourse

Carol Jones Has Money Tips from a Millennial for Millennials

Angelica Urquijo

Published March 22, 2021

Carol Jones Has Money Tips from a Millennial for Millennials

Angelica Urquijo

Published March 22, 2021

The women of Urban Wealth Management are excited to welcome back former intern Carol Jones as a Financial Planning Assistant. As a millennial woman of color, Carol brings a unique perspective based on her personal experience with money and the education she has gained in college and on the job.

The women of Urban Wealth Management are excited to welcome back former intern Carol Jones as a Financial Planning Assistant. As a millennial woman of color, Carol brings a unique perspective based on her personal experience with money and the education she has gained in college and on the job.

5 Common Financial Mistakes Women Make During Divorce

Millú Ramirez, CFP®

Published March 8, 2021

5 Common Financial Mistakes Women Make During Divorce

Millú Ramirez, CFP®

Published March 8, 2021

A recent study finds that 95% of women do not use a financial planner when going through a divorce. 61% said they wished they would have known to use a professional financial planner. If you are heading in that direction, be aware and don’t fall for the following mistakes.

A recent study finds that 95% of women do not use a financial planner when going through a divorce. 61% said they wished they would have known to use a professional financial planner. If you are heading in that direction, be aware and don’t fall for the following mistakes.

Woman removing a wedding ring

Farewell, Diane Manuel

Urban Wealth Management

Published February 26, 2021

Farewell, Diane Manuel

Urban Wealth Management

Published February 26, 2021

We are sad to say farewell to our long-term financial advisor, Diane Manuel, who is pursuing her passion of working to create investment assets that support racial and social justice.

We are sad to say farewell to our long-term financial advisor, Diane Manuel, who is pursuing her passion of working to create investment assets that support racial and social justice.

Changes to the FAFSA: What it Means for Middle and High-Income Families

Derenda King, CFP®/CDFA®

Published January 20, 2021

Changes to the FAFSA: What it Means for Middle and High-Income Families

Derenda King, CFP®/CDFA®

Published January 20, 2021

On December 21, 2020, in a massive effort to prevent a government shutdown and provide pandemic relief, Congress introduced a funding bill named the Consolidated Appropriations Act (CAA), 2021.

On December 21, 2020, in a massive effort to prevent a government shutdown and provide pandemic relief, Congress introduced a funding bill named the Consolidated Appropriations Act (CAA), 2021.

Hanging folders with labels: Loans, Grants, Scholarships, Work Study

ADV Part 3 - Customer Relationship Summary

Privacy Policy|Terms and Conditions

Copyright © 2013-2021 Urban Wealth Management. All rights reserved.

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

Broker Dealer Securities products offered through Veritas Independent Partners, member FINRA/SIPC member: www.finra.org. Urban Wealth Management and Veritas Independent Partners are unaffiliated entities offering dual registration to its licensed affiliates.

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.

We use cookies to offer you a better browsing experience and to analyze site traffic. By continuing to use our website, you consent to the use of these cookies.