EMPOWER YOUR FINANCIAL LIFE SO THAT YOU CAN INVEST BETTER
Welcome to SSW, Smart Savvy Women Investment Portfolio created by Urban Wealth Management Group, an all-Women Investment Management and Financial Planning Firm. “Fund, Portfolio or Model” where astute investing meets a commitment to advancing Women in leadership roles currently in US Publicly Traded Companies. Our Smart Savvy Women’s “Fund, Portfolio or Model” is your gateway to a future where financial growth aligns with social progress.
Urban Wealth Management Models
Our Smart Savvy Women's “Fund, Portfolio or Model” is your gateway to a future where financial growth aligns with social progress.
Choose from our two dynamic models – the SSW Moderate Portfolio’ and the SSW Aggressive Portfolio’ – both exclusively focused on companies with women at the helm. Unleash the power of your investments to reshape industries and create a world where smart, savvy women leaders drive success.
The SSW Moderate “Fund, Portfolio or Model” is dedicated to investing in women-led companies, combining financial acumen with a focus on sustainable growth, all while maintaining a steadfast commitment to empowering female leadership.
Balanced: 78% Equities 20% Fixed Income 2% Cash
The SSW Aggressive “Fund, Portfolio or Model” exclusively supports companies with strong female leadership, fostering growth and innovation.
Aggressive: 98% Equities 2% Cash
About SWSM
History
After a successful 25-year career at three prestigious Fortune 100 investment firms, René Nourse founded the firm: Urban Wealth Management Group in June of 2012 with the vision to build an Advisory team that mirrored the Clients it has focused on serving. As a Female Advisor, she recognized that for decades the financial services industry has been overlooking and underserving both Clients and Financial Advisors that are Women or People of Color. Therefore, the goal was to establish a Culture that serves the evolution of Women Advisors and Clients at every stage in life. It is important to know that Female Advisors tend to understand the significance of working with Clients who wish to work with them, not only because of their Credentials but also because Female Advisors truly understand Client’s financial needs, desires and objectives. As Female Advisors and Clients, our journey encompasses a multitude of roles and stages, from college graduates to career professionals, becoming life partners, motherhood, caregivers, divorcees, widowers, and single-hood. We aspire to build lifelong relationships with our Clients by collaborating with them at every stage and delivering long-term value. Our firm operates on a personalized approach to support both our Clients and our Advisors to create the lifestyle they desire and deserve.
Mission
The Problem
Salary Gap: On average, women in the United States earned only 82% of what men earned in 2022, highlighting a persistent wage gap that underscores the critical need for our firm’s focus on helping women maximize their income and wealth potential (source: Pew Research Center).
Retirement Savings: More than half of women workers, or 57%, feel they don’t have enough income to save for retirement and only 19% are “very confident” that they will be able to fully retire with a comfortable lifestyle (source: Transamerica Center for Retirement Studies).
Investment Opportunities: According to a recent SoFi study, 56% of millennial women have money to invest but aren’t doing so because of fear, even if they’re interested in getting started (source: SoFi).
Access to Financial Education: A 2020 report by the Global Financial Literacy Excellence Center found that women have lower financial literacy rates than men globally, which underlines the significance of our firm’s commitment to providing comprehensive financial education for women (source: Global Financial Literacy Excellence Center).
The Solution
Salary Gap Solution: Our Robo Advisor employs advanced algorithms to devise personalized strategies that maximize income and wealth growth, irrespective of the wage gap. It helps women make informed financial decisions, ensuring every dollar works as hard as they do.
Retirement Savings Solution: The Robo Advisor offers retirement planning services. Considering each woman’s unique financial situation and goals provides an optimized saving and investment strategy aimed at significantly boosting retirement savings.
Investment Opportunities Solution: To bridge the gap in investment participation, our Robo Advisor simplifies the investment process. It offers easy-to-understand investment options and automated portfolio management, encouraging more women to become confident investors.
Access to Financial Education Solution: Our Robo Advisor provides an integrated learning platform covering essential financial topics. This tool strives to enhance women’s financial literacy, enabling them to make smarter financial decisions and gain greater control over their wealth.
Enjoy the same type of technology used on Wall Street.
What does SWSM Care About?
Urban Wealth Management Group is passionately committed to empowering Women to take control of their Financial futures. We understand that Women face unique economic challenges, and we want to help bridge the gender gap in investing. Our all-new Urban Wealth Management Group Robo Advisory app is designed to demystify the investing process, provide personalized guidance, and encourage more Women to invest in the Stock Market in order to build up Wealth. The App aims to build Financial confidence and foster investment habits by offering user-friendly tools and resources. Our goal is to ensure every Woman has the knowledge and tools necessary to secure her Financial future.