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Women Living Through Transition

Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.

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March Madness and the DJIA – Winners & Losers

March Madness and the DJIA – Winners & Losers

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?

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

Statement on Ukraine

Statement on Ukraine

Urban Wealth Management stands in solidarity with Ukraine.

Urban Wealth Management stands in solidarity with Ukraine.

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Planning for 2021 Tax Filing & Beyond

Planning for 2021 Tax Filing & Beyond

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.

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Tax forms with letter tiles spelling the word TAX

Welcome, Melanie Perry

Welcome, Melanie Perry

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.

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Melanie Perry

Thank You for Ten Years

Thank You for Ten Years

2022 marks Urban Wealth Management’s tenth anniversary. Come celebrate with us!

2022 marks Urban Wealth Management’s tenth anniversary. Come celebrate with us!

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UWM 10th Anniversary