Urban Wealth Management provides realistic and achievable financial planning for all stages of life. Life is ever fluid and your financial plan should be too. There is no one size fits all when it comes to planning—it should adapt to your changing lifestyle.

With our fee-only planning services, you will never be pressured to buy a specific investment or product. We are committed to helping you make the right decision when it comes to such important areas as asset allocation and portfolio management, pre-retirement and post-retirement planning, education planning strategies, and cash flow and budgeting.

We believe that Financial Planning is the starting point for all matters related to Wealth Management. Your plan should drive how your assets will be managed—not the other way around. We also like to be connected with our clients on a deeper level than just finances. Our process involves more than just acquiring data, crunching numbers, and handing you a set of projections. Knowing who you are as a person is as important as helping you define and reach your financial goals. It gives us better insight so that we can design strategies to help you meet your life’s objectives.

Our services include fee-only financial planning and coaching, retirement planning, asset management, lifestyle wealth management, and nonprofit and small business consulting.

Urban Wealth Management is ahead of the growing financial trend that women are increasingly the breadwinners in American households and are seeking financial experts to aid in the planning and management of their wealth. In addition to the services listed above, we have an intense focus on lifestyle wealth management specifically for women. We understand that men and women differ in their approach to wealth management. Plans are customized to fit the specific needs of each member of our clientele, especially women who are looking to gain greater control over their current financial situation and chart out success for their long-term financial well-being.

Contact us to learn more about our services and ways that we can work together!