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Women Living Through Transition

Divorce or widowhood change your whole world and drive major changes in your legal and financial status. Even for the most savvy, it can take you by surprise and could have far-reaching effects on your future and family. Anna Felix will join us to share lessons from her own experience and her clients' about how you can remain savvy about your money even while going though grief and stress.

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Farewell, Carol Jones!

Farewell, Carol Jones!

Financial Planning Assistant Carol Jones is departing UWM to become Financial Wellness Counselor for the Western Region at the national nonprofit Entertainment Community Fund (formerly The Actors Fund).

Financial Planning Assistant Carol Jones is departing UWM to become Financial Wellness Counselor for the Western Region at the national nonprofit Entertainment Community Fund (formerly The Actors Fund).

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Carol Jones

Investing in Cryptocurrency

Investing in Cryptocurrency

Have you thought about investing in cryptocurrency? Where should you begin? Katherine Dowling, General Counsel and Chief Compliance Officer for Bitwise Asset Management, will talk about common questions investors have about getting started with cryptocurrency assets.

Have you thought about investing in cryptocurrency? Where should you begin? Katherine Dowling, General Counsel and Chief Compliance Officer for Bitwise Asset Management, will talk about common questions investors have about getting started with cryptocurrency assets.

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Golden Bitcoin token

Why You Need an Estate Plan!

Why You Need an Estate Plan!

When you think of an estate, you might think of the Queen of England. Sure, she has an estate—but so do you. It's made up of everything you own: car, home, real estate, bank accounts, investments, insurance, personal possessions. You do have one thing in common with the Queen, though: neither of you can take your estate with you when you die!

When you think of an estate, you might think of the Queen of England. Sure, she has an estate—but so do you. It's made up of everything you own: car, home, real estate, bank accounts, investments, insurance, personal possessions. You do have one thing in common with the Queen, though: neither of you can take your estate with you when you die!

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Cozy home with carport seen from backyard

Estate Planning Lessons from the Pandemic

Estate Planning Lessons from the Pandemic

Coming out of the pandemic, the importance of a well-designed estate plan become evident—one that actually works to protect ourselves, our loved ones and our assets. Attorney Esther Hopkins joins Millú Ramirez to talk about some of the potential pitfalls in estate planning and how they can be avoided.

Coming out of the pandemic, the importance of a well-designed estate plan become evident—one that actually works to protect ourselves, our loved ones and our assets. Attorney Esther Hopkins joins Millú Ramirez to talk about some of the potential pitfalls in estate planning and how they can be avoided.

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Black parents making a protective house gesture over children's heads.

Thank You for Ten Years!

Thank You for Ten Years!

2022 marks Urban Wealth Management’s tenth anniversary. Thank you making us who we are today!

2022 marks Urban Wealth Management’s tenth anniversary. Thank you making us who we are today!

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UWM 10th Anniversary