Urban Wealth Management’s approach to financial planning is based on four principles: Organize, Prioritize, Strategize, and Thrive. We take a holistic view of your needs and proceed systematically to give you the information and tools you need to become financially knowledgeable, capable, and confident.

Our services are designed to meet the financial planning and asset management needs of individuals and couples at all ages and stages of life. We also understand and specialize in meeting the unique financial needs of women. Are you a busy professional, running a business, raising kids, or caring for aging parents? Are you facing major life changes—career change, divorce or loss of your partner, or getting ready for your “third act”? We’ve shared many of these experiences, and we’re here for you. We’ll help with the nuts and bolts of planning, so you can breathe easier, feel secure, and live your life fearlessly.

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Wealth and asset management services

Portfolio Management

With our “big picture” investing philosophy, we continually assess domestic and global short-term and long-term economic trends to find the best industries, sectors, and types of investments. Our innovative customized risk management tool makes it easy to judge how much risk your portfolio can accept in relation to your goals. As women financial planners we understand women and their approach to investing.

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Financial planning services

Financial Planning

Your future starts with a solid financial plan. We will help you identify your goals, find the best road(s) for you to take, provide you with the best tools and resources available, and estimate how long it will take to reach your goals. We have a variety of different offerings to meet your unique situation.

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Retirement planning services

Retirement Planning

Making the transition from working life to retirement—or your “Third Act” as we like to call it—requires not only a shift in lifestyle but also a change in how your assets are managed. As life spans increase, people need income plans that will last for 25 years, or 30 years, or even longer.

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Insurance icon

Insurance Services

The role of insurance is to protect against risk—and for this reason, it is an important element in financial planning. We evaluate current areas and levels of coverage and recommend short-term and long-term improvements.