Small Business Services

Small business opening for the day

Get Your Business In Gear


Small business owners have a lot on their plates. It’s good to have a partner that can guide you and walk with you as you plan for your own future and the future of your company and your employees. Would you like to create a compensation package that can help you attract and retain the best talent? Do you need to manage risk in your business? Maybe you’d like to create a retirement program that matches your needs?

At Urban Wealth Management, we partner with small businesses and small business owners to put their planning on the right track. Our Small Business Get-In-Gear program is designed to help future-proof businesses with retirement and insurance planning that match your company’s vision and financial goals. Some of the services we provide to small business include:

  • Support for annual executive meetings
  • Analysis of products and services
  • Collaborative guidance in selecting appropriate recordkeepers and third-party administrators
  • Collaborative guidance in choosing insurance providers and plans
  • Employee retirement planning education
  • Retirement planning investment selection
  • Investment audits
  • Access to vetted network of professionals

Financial Services in Los Angeles, or Wherever You Are

Please contact us! We are happy to provide a complimentary 30-minute consultation to discuss your organization’s needs. Our office is located in El Segundo, California, a short 15-minute drive south of Los Angeles International Airport.