EMPOWER YOUR FINANCIAL LIFE SO THAT YOU CAN INVEST BETTER
Welcome to SSW, the Smart Savvy Women Investment Portfolio, crafted by Urban Wealth Management Group, a firm specializing in investment management and financial planning led by women. Our Portfolio is where strategic investment strategies intersect with a dedication to promoting women in leadership positions within US publicly traded companies. Join us on a journey where our Smart Savvy Women’s Portfolio serves your values to a future of potential financial growth harmonized with social advancement.
Urban Wealth Management Models
Our Smart Women Portfolio may be where your values to a future of potential financial growth harmonize with social advancement.
Our Portfolios are where strategic investment strategies intersect with a dedication to promoting women in leadership positions within US publicly traded companies.
"As a woman advisor, I recognized that for decades women, particularly women of color, have been underserved by the finance industry, both as clients and professionals. Therefore, I founded Urban Wealth Management Group to serve the evolution of women at every stage in life."
RENE' NOURSE, CFP®
FOUNDER/CEO, Wealth Advisor
The Problem
Salary Gap: On average, women in the United States earned only 82% of what men earned in 2022, highlighting a persistent wage gap that underscores the critical need for our firm’s focus on helping women maximize their income and wealth potential (source: Pew Research Center).
Retirement Savings: More than half of women workers, or 57%, feel they don’t have enough income to save for retirement and only 19% are “very confident” that they will be able to fully retire with a comfortable lifestyle (source: Transamerica Center for Retirement Studies).
Investment Opportunities: According to a recent SoFi study, 56% of millennial women have money to invest but aren’t doing so because of fear, even if they’re interested in getting started (source: SoFi).
Access to Financial Education: A 2020 report by the Global Financial Literacy Excellence Center found that women have lower financial literacy rates than men globally, which underlines the significance of our firm’s commitment to providing comprehensive financial education for women (source: Global Financial Literacy Excellence Center).
The Solution
Salary Gap Solution: We employ advanced algorithms to devise personalized strategies that maximize income and wealth growth, irrespective of the wage gap. It helps women make informed financial decisions, ensuring every dollar works as hard as they do.
Retirement Savings Solution: The Portfolio offers retirement planning services. Considering each woman’s unique financial situation and goals provides an optimized saving and investment strategy aimed at significantly boosting retirement savings.
Investment Opportunities Solution: To bridge the gap in investment participation, our Portfolio simplifies the investment process. It offers easy-to-understand investment options and automated portfolio management, encouraging more women to become confident investors.
Access to Financial Education Solution: Our Portfolio provides an integrated learning platform covering essential financial topics. This tool strives to enhance women’s financial literacy, enabling them to make smarter financial decisions and gain greater control over their wealth.
Enjoy the same type of technology used on Wall Street.
What does SWSM Care About?
Urban Wealth Management Group is passionately committed to empowering Women to take control of their Financial futures. We understand that Women face unique economic challenges, and we want to help bridge the gender gap in investing. Our all-new Urban Wealth Management Group Portfolio app is designed to demystify the investing process, provide personalized guidance, and encourage more Women to invest in the Stock Market in order to build up Wealth. The App aims to build Financial confidence and foster investment habits by offering user-friendly tools and resources. Our goal is to ensure every Woman has the knowledge and tools necessary to secure her Financial future.