Urban Wealth Management's clients are successful professionals who have worked hard to get where they are. And while they recognize the importance of wealth management, they’ve simply not had the time to dedicate to handling their finances in the manner they believe it should be. We're committed to helping our clients make the best decisions when it comes to using their wealth to create the lifestyle they desire and deserve. Life is fluid, and a financial plan should be too. There’s no one-size-fits-all when it comes to financial planning because not only is each person different, but planning has to adapt to changing lifestyles. With our fee-only planning services, we remain “product agnostic”, and there will never be pressure to buy an investment. A significant segment of UWM’s practice is dedicated to addressing the unique and complex wealth planning needs of women. Whether it is rebuilding finances after a divorce, ensuring a comfortable retirement, or developing a legacy of giving, we have insight and expertise. With our Smart Women ~ Savvy Money program, we've built a supportive and secure environment where women are encouraged to explore, learn, and feel confident about managing their finances.
