Services

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.

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.