News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 15, 2025
A Medicare Primer
This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.
August 13, 2025
🎉 Wedding bells are ringing for Thomas Urban Jr! 💍
We’re thrilled to share that Tommy and his wife Elizabeth have just tied the knot! 🥂
All of us at Urban Private Wealth are so happy for you — may this new chapter bring joy as abundant as your bright future ahead. ❤️
Please join us in congratulating Tommy and Liz as they begin this exciting new chapter together. ❤️
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
