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Our members are busy women, with little time to manage and plan their financial lives. We get it—because we are women too.

As financial advisors and planners with extensive experience, we keep our members engaged with conversations about relevant financial and lifestyle topics. We help you answer three key questions:

  • Am I making the right decisions with my money?
  • How can I use my money to create the life I want?
  • What can I do to feel confident about making smart decisions with my money?


Learn more about how Urban Wealth Management can help you with:

Financial PlanningAsset ManagementInsuranceRetirement PlanningNonprofits & Foundations

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Join the Club to Receive:

  • Podcasts released on the last Thursday of the month
  • Access to our members-only Facebook group
  • Special events and promotions
  • Personal contact with our network of vetted professionals

A Special Video Message For Women

A Special Video Message for Women

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