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Our members are busy women, with little time to manage and plan their financial lives. We get it—because we are women too.

As financial advisors and planners with extensive experience, we keep our members engaged with conversations about relevant financial and lifestyle topics. We help you answer three key questions:

  • Am I making the right decisions with my money?
  • How can I use my money to create the life I want?
  • What can I do to feel confident about making smart decisions with my money?


Learn more about how Urban Wealth Management can help you with:

Financial PlanningAsset ManagementInsuranceRetirement PlanningNonprofits & Foundations

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Join Our Club For No-Cost Access To:

  • Podcasts released on the 2nd Thursday of the month
  • Our Smart Women newsletter
  • A members-only Facebook group
  • Special events and promotions
  • Access to our network of vetted professionals

A Special Video Message For Women

A Special Video Message for Women

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