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Urban Private Wealth
It is our pleasure to introduce you to our practice. We have been fortunate to be able to help so many people realize their dreams through financial planning and investment advice. Our goal is to build long-lasting relationships based on trust, honesty and sound, unbiased advice. Together, we will put together a game plan that will help you reach your goals while allowing you to sleep at night.
As you move through the different stages of life, operating in Florida has allowed us to coach a good portion of our clients through the distribution phase of their investment life cycle. We look forward to meeting you and setting up a sound financial plan to guide you through your investing experience.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.