Building Your Success, One Tax Return at a Time.
Our Vision
Urban Wealth Management is driven by the vision of empowering women to proactively manage and maximize their wealth, creating a life of financial freedom and fulfillment. We believe in a world where women have equal access to the financial guidance and resources necessary to achieve their dreams and live life on their own terms.
Our History
Founded in 2012 by experienced financial advisor Rene Nourse, Urban Wealth Management emerged from a deep-seated observation. Women were often underserved by the traditional wealth management industry, both as clients and colleagues. This lack of representation inspired Rene to establish a firm led by women, built for women, where understanding the nuanced financial needs of diverse women would be at the core of their services.
Our Team
Our team of accomplished and compassionate financial advisors are passionate about guiding women through every stage of their financial journey. We work collaboratively with clients to develop personalized and flexible plans that align with their unique aspirations and goals.
Our Approach
We take a holistic approach to wealth management, considering every facet of your financial life. Our services include:
Investment Management
- Comprehensive portfolio construction and monitoring
- Personalized risk management strategies
- Access to curated alternative investments
Financial Planning
- Comprehensive financial assessments
- Goal-setting and planning for retirement, estate planning, and more
- Regular review and refinement of your financial plan
Retirement Planning
- Maximizing retirement accounts and investments
- Planning for a secure and comfortable post-career life
- Guidance on navigating complex retirement plans and options
Insurance Services
- Personalized risk analysis and assessment
- Tailored solutions to protect your financial assets against unforeseen circumstances
Estate Planning
- Creation of legally binding estate documents such as wills and trusts
- Guidance on gifting strategies and asset protection
Exceptional Client Experiences
The reviews from satisfied clients of Urban Wealth Management (UWM) and its financial advisors share a common thread - exceptional service, expertise, and trust. The reviewers praise the financial planners for their extensive knowledge, compassion, and personalized approach to managing finances. The advisors are described as "outstanding, " "expertise in financial advising, " "trustworthy, " and "informed."
Expert Guidance and Support
One reviewer highlights the comprehensive guidance and supportive nature of the financial planners, stating that they "shared advice and guided me to a better understanding of preparing for retirement." Another reviewer praises the planners' ability to "set achievable short-term and long-term financial goals" and provide individualized attention.
Empathy and Compassion
The reviewers also praise the financial planners' empathy and compassion, citing instances where they demonstrated a deep understanding of their clients' financial concerns. One reviewer appreciated the planners' gentle approach, stating that they were "very friendly and responsive."
