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.