Urban Wealth Management has services and options that are tailored to your situation — whether you're a busy professional, facing changing circumstances, getting ready for your "third act" in retirement, or heading up a nonprofit organization. Our holistic, systematic approach is based on four principles: Organize, Prioritize, Strategize, and Thrive. We provide our clients with tools and resources vital to being financially competent and confident. You can breathe easier, feel secure, and live your life fearlessly! You don't need to have all the answers ahead of time. Contact us, and we'll help you understand what you have, what you want to achieve, and the best way forward to meet your goals.
Financial Planning
We help you identify your goals, find the best road to take, provide you with the best tools and resources, and estimate how long it will take to reach your goal. We offer a variety of different platforms to meet your needs.
Asset Management
Our investment philosophy is based on a top-down approach. We evaluate the current, near-term, and long-term economic environment to identify emerging trends and the best industries and sectors for you to invest in.
Insurance Services
We evaluate your current coverage, make recommendations to improve your coverage, and implement it on your behalf. If you are already working with an insurance professional, we can evaluate what you have and share our recommendations.
Retirement Planning
Making the transition from working to retirement requires changes in how your assets are managed. Longer life spans require an income plan that will last for decades. We can help build a plan that meets your needs.
Nonprofit & Foundation Services
Trying to create a better world is not easy. Volunteers and staff have to wear multiple hats and remain fiscally responsible. We partner with nonprofits and foundations, using a holistic, mission-driven approach to financial services.
College Planning & Funding
Preparing for the cost of higher education presents a challenge for people at all income levels. We can help make the most of your financial opportunities, so that paying for school fits into your overall financial picture.
At Urban Wealth Management, we strive to create a supportive and secure environment where our clients are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that everyone live a life of their design, using their wealth to fulfill their dreams and follow their passion. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.