HOW IS URBAN WEALTH MANAGEMENT UNIQUE?
We are women with extensive experience as financial advisors and planners who understand that money and wealth are two very different things. Simply making a lot of money or having saved a lot of cash doesn’t translate into being a financial plan. We specialize in helping women with financial planning and retirement planning. We demystify the tangle of financial terminology and rules by explaining the process in normal speak, allowing you to fully understand the why and how. We work arm in arm with you to create a life plan that supports your vision, goals and values. Our guidance and support allow you to stay in control of what’s happening along every part of the course.
Founder/CEO Urban Wealth Management Group
Senior Registered Associate