About Urban Wealth Management Group
Reviews for Urban Wealth Management Group
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
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.
I started working with Melanie at the start of the year in just 5 short months, I already feel so much more comfortable with my finances and our plan for reaching my long-term goals. I was looking for someone who not only had an expertise in financial advising, but someone who would also be able to provide an individualized personal experience. That's exactly what've I've gotten!
Melanie has been my trusted financial advisor since 2017. The authenticity and compassion she brings to our financial relationship are extremely therapeutic. I have learned so much from her and have built up a strong muscle when it comes to my finances and future. I pray she is able to impact so many more people through Urban Wealth Management and continues to create a trusting environment.
I have been a client of Rene Nourse for over 30 years since I started my career! She listens, cares, and shares her advice and guides me to a better understanding of preparing for retirement. April, Rene's Sr. Registered Associate is outstanding and always responsive. As my career and life took me to different states I have continued my relationship with Rene. Now I live on the east coast. Rene's knowledge and expertise have allowed me to be financially independent. She is not only my wealth manager she is my friend.