Your future starts with a solid financial plan. We help you identify your goals, find the best roads for you to take, provide you with the best tools and resources available, and estimate how long it will take to reach your goals. We have a variety of customized offerings to meet your unique situation.
With our "big picture" investing philosophy, we continually assess domestic and global short-term and long-term economic trends to find the best industries, sectors, and types of investments. Our innovative risk management assessment makes it easy to judge how much risk your portfolio can accept in relation to your goals.
With our "big picture" investing philosophy, we continually assess domestic and global short-term and long-term economic trends to find the best industries, sectors, and types of investments. Our innovative risk management assessment makes it easy to judge how much risk your portfolio can accept in relation to your goals.
Services
About Us
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Urban Wealth Management is an all-woman team of accomplished, experienced professional financial planners based in Los Angeles, with clients all over California and across the United States. We are a diverse group in terms of age, lifestyle, background, and ethnicity, including women of color. We have also come to financial planning from a variety of backgrounds, such as higher education, and small business, and corporate America.
Our Mission
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The mission of Urban Wealth Management is to empower our clients to live lives of their own design, using all of their assets to fulfill their dreams and follow their passions. We know that for too many years, women-and especially women of color-have been underserved by financial services in general and investment services in particular.
Our Team
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The Urban Wealth Management team is made up of accomplished women professionals with decades of experience in financial planning and a recognized record of leadership within the profession. We are a diverse group in lifestyle, age, and ethnicity, including Black, Latina, and Asian women.
We also come from a variety of professional and educational backgrounds-including not only financial services but also higher education, small business, and corporate America.Each of our advisors holds the Certified Financial Planner designation. Advisory services offered through Urban Wealth Management Group LLC, an SEC Registered Investment Advisor.
We also come from a variety of professional and educational backgrounds-including not only financial services but also higher education, small business, and corporate America.Each of our advisors holds the Certified Financial Planner designation. Advisory services offered through Urban Wealth Management Group LLC, an SEC Registered Investment Advisor.
Our Services
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Urban Wealth Management's approach to financial planning is based on four principles: Organize, Prioritize, Strategize, and Thrive. We take a holistic view of your needs and proceed systematically to give you the information and tools you need to become financially knowledgeable, capable, and confident.
Our Process
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In all of our services, Urban Wealth Management emphasizes financial planning first-since we can't advise you on what to do with you money unless we understand your goals and objectives, needs, and timelines. The financial decisions you make today will define the kind of life you lead in the future.
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