Urban Private Wealth
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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