1986
René Nourse begins her career as a stockbroker at Fortune 500 firms, developing experience that would support long-standing client relationships over time.
1998
René and April Charles establish a professional partnership built on shared values, centered on understanding each client as an individual through long-term, personal relationships.
2012
René and April become independent advisor representatives and co-found Urban Wealth Management (UWM), establishing a fiduciary model so clients receive objective, long-term guidance aligned with their best interests.
2017
UWM registers with the U.S. Securities and Exchange Commission as an independent investment advisory firm, formalizing its structure and reinforcing its commitment to transparency, continuity, and client care.
2022
UWM brings on Lily C. Huber to lead strategic restructuring and succession planning, resulting in a leadership transition that maintains continuity for clients.
2026
UWM builds on its approach to client relationships through an advisory council of specialized advisors, so clients are guided by a team that knows them, works together, and remains alongside them as their lives evolve.