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.
Our Team
"Surround yourself with good people. People who are going to be honest with you and look out for your best interests." -Derek Jeter Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Thomas J. Urban
Senior Vice President / Wealth Management, Complex Manager
Barry Falk
First Vice President / Investments, Financial Advisor
Thomas J. Urban, Jr.
Financial Advisor
Samer Alnaham
Branch Operations Manager
Richard F. Scamorza
Senior Registered Private Client Assistant
Tricia Flejter
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Approach
"In baseball and in business, there are three types of people. Those who make it happen, those who watch it happen, and those who wonder what happened"
-Tommy Lasorda
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Office Information
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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.