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Young Black business woman

Scaling and Pivoting Your Business

Elaine Lou Cartas

Recorded on June 23, 2022

Did you create your business so you can have more time and freedom? Do you find yourself feeling overwhelmed? Let’s change this! Elaine Lou Cartas, a business and career coach for WOC and allies, sits down with Derenda King to discuss tangible actions to scale and simplify your business and get your life back.

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March Madness and the DJIA – Winners & Losers

Published March 18, 2022

March Madness and the DJIA – Winners & Losers

Published March 18, 2022

Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day. Can we see patterns in the Dow’s performance from one year to the next, or is it a maddening bracket?

Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day. Can we see patterns in the Dow’s performance from one year to the next, or is it a maddening bracket?

Gold statuettes of a bull and a bear standing on pages of stock price graphs

Thank You for Ten Years!

Published March 2, 2022

Thank You for Ten Years!

Published March 2, 2022

2022 marks Urban Wealth Management’s tenth anniversary. Thank you making us who we are today!

2022 marks Urban Wealth Management’s tenth anniversary. Thank you making us who we are today!

UWM 10th Anniversary

Statement on Ukraine

Published March 1, 2022

Statement on Ukraine

Published March 1, 2022

Urban Wealth Management stands in solidarity with Ukraine.

Urban Wealth Management stands in solidarity with Ukraine.

Planning for 2021 Tax Filing & Beyond

Bella Wang, CPA, MST, CGMA

Recorded on February 24, 2022

Planning for 2021 Tax Filing & Beyond

Bella Wang, CPA, MST, CGMA

Recorded on February 24, 2022

Expert accountant Bella Wang covers the latest tax laws that you should be aware of as you prepare to file your 2021 tax return and looks ahead to future changes that may be coming this year. Watch the preview here.

Expert accountant Bella Wang covers the latest tax laws that you should be aware of as you prepare to file your 2021 tax return and looks ahead to future changes that may be coming this year. Watch the preview here.

Tax forms with letter tiles spelling the word TAX

Welcome, Melanie Perry

Published February 16, 2022

Welcome, Melanie Perry

Published February 16, 2022

Urban Wealth Management welcomes Melanie Perry, CFP® to the firm as a Financial Planner. Melanie brings with her more than two decades of experience as a financial advisor, as well as a passion for financial education.

Urban Wealth Management welcomes Melanie Perry, CFP® to the firm as a Financial Planner. Melanie brings with her more than two decades of experience as a financial advisor, as well as a passion for financial education.

Melanie Perry

ADV Part 3 - Customer Relationship Summary

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

Broker Dealer Securities products offered through Trutoro, member FINRA/SIPC member: www.finra.org. Urban Wealth Management and Trutoro 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.

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