Entrepreneurship can provide a path forward when other career options are limited, or limiting. Women in particular are no strangers to business, and entrepreneurial women have been opening new businesses in record numbers across the United States. If you are a business owner, you can expect to have a lot on your plate. It's good to have an experienced professional alongside you who can work with you and help guide your decisions as you plan your own future and the future of your company and your employees.

Even better if that professional understands and shares many of your experiences. As professional women, we are especially attuned to unique demands faced by women business owners, and we have designed our services with these demands in mind.

Are you aiming to lighten your load by attracting and retaining the best talent? We can help you design your compensation package. Do you need a plan to understand and manage your business risk? Maybe you would like to create a retirement program that matches your needs? We understand and we will work with you.

Growing Your Business with Your Vision

Urban Wealth Management partners with small businesses, business owners, and entrepreneurs to put their planning on the right track. Our small business services are designed to help future-proof your enterprise with insurance and retirement planning that aligns with your company's vision, capabilities, and financial goals. Some of the services we provide for small business include:

  • Support for annual executive meetings
  • Analysis of products and services
  • Collaborative guidance in selecting appropriate record keepers and third-party administrators
  • Collaborative guidance in choosing insurance providers and plans
  • Employee retirement planning education
  • Retirement planning investment selection
  • Investment audits
  • Access to a vetted network of professionals
Small Business Financial Planning Based in Los Angeles for Wherever You Are

Urban Wealth Management’s office is located in El Segundo, California, just a short 15-minute drive south of Los Angeles International Airport. We work with clients nationwide. Please contact us! We would be happy to provide a complimentary 30-minute consultation to discuss your needs and your goals for the future of your small business.