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Smart Women 20/10 Webinar

Nancy Harris Discusses Real Estate Trends

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Blog: 5 Things

Diane Manuel Discusses Disability Insurance

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Live the Life of Your Design

Read the E-book by René Nourse

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Smart Women ~ Savvy Money

Create the Life You Desire and Deserve

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Life Is Fluid.
Your Financial Plan
Should Be, Too.

At Urban Wealth Management, we know that the decisions you make today define your choice of lifestyle tomorrow. Our sole objective is to help you use your wealth to create the life you desire and deserve. We work to ensure that our clients’ financial plan reflects their values, desired lifestyle and ultimately, their legacy.

Forward Thinking ~ Smart Planning. Join us and let’s look forward together.

Our Team

Financial Advisor

Founder and Managing Director

Insurance Advisor

Senior Registered Associate

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Smart Women ~ Savvy Money


It’s time for you to step up and step into your future. Women are the new thought leaders changing the landscape of Wealth Management. And here is where you can begin your journey. Engage UWM today to create the plan that meets your unique needs as a strong, empowered woman.

Vision

Our vision is that every woman will live a life of her design using her wealth to fulfill her dreams, enjoy her passions and expand her interests.

Mission

Our Mission is to provide a supportive and secure environment where women are encouraged to explore and learn to become more savvy with their money.

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Events + Media


Developing Trends in Real Estate — A Smart Women 20/10 Webinar

Staying informed about current trends is crucial to a real estate investment strategy. Join us for an update from Nancy Harris of Keller Williams.

Ugly Summer Ahead?

On Closing Bell, René discusses reaction to the Fed minutes and if a bigger move is coming.

Blog


5 Things You Need To Know About Disability Insurance

Posted May 20, 2016 by Diane Manuel

With the advent of new medical technologies, we're all more likely to be disabled than die due to injury or illness. May is Disability Insurance Awareness Month. Act now to review your disability insurance and determine your financial capacity to weather a serious illness or injury.

5 Things to Know About Sustainable and Responsible Investing (SRI)

Posted May 11, 2016 by Diane Manuel

Have you heard about Sustainable and Responsible Investing? Here are 5 things you should know about extending investment goals to include social impact as well as financial success.

Why Investing in Women Pays Dividends

Posted May 04, 2016 by Rene Nourse

There’s a lot of talk these days about gender diversity, equality and inclusiveness. Did you know that there is also tons of empirical evidence linking gender diversity and profitability?

Your Life, Your Legacy: A Conversation With Beth Bergman

Posted May 04, 2016 by Diane Manuel

Beth Bergman, a partner at the law firm Bergman and Allderdice, represents non-profits in all areas, including community and economic development. The firm’s goal is to support the self-sustainability of community-based non-profits. Her mantra is “Think private; act public."

Financial Fitbit: Healthy Finances

Posted May 02, 2016 by Rene Nourse

If you’re serious about health and fitness, you’re probably using some type of tool to keep you on track. It’s all about accountability. The same holds true for personal finances.

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