Urban Wealth Management Group

Urban Wealth Management Group is a boutique wealth management firm led by women, built for women, but not at the exclusion of men. The firm aspires to provide clients with the autonomy to live life of their own design by using all of their assets to fulfill their dreams and follow their passions. The advisors and members are fundamentally driven by their fiduciary responsibility to do what's in the client's best interest. Clients have praised the firm's personalized approach, with one client stating that they felt more comfortable with their finances and plan for reaching long-term goals after just 5 months of working with the firm. Another client highlighted the authenticity and compassion of their financial advisor, Melanie, and the strong relationship they have built over the years. The firm's expertise and knowledge have also allowed clients to achieve financial independence, with one client having been with the firm for over 30 years.