"We realize there are many factors & options when it comes to choosing a Financial Advisor. That’s why we work tirelessly to provide a concierge experience that allows clients to know we view them as a member of our family. We work with integrity, respect, urgency, attention to detail and provide creative strategies."
Urquidi Wealth Management Group

Urquidi Wealth Management Group

"We realize there are many factors & options when it comes to choosing a Financial Advisor. That’s why we work tirelessly to provide a concierge experience that allows clients to know we view them as a member of our family. We work with integrity, respect, urgency, attention to detail and provide creative strategies."
About Urquidi Wealth Management Group

We have the ability to offer robust lending & investment strategies for our clients, and we also provide access to the powerhouse that is JP Morgan Chase & Co via our internal network. Our team is distinctly poised to assist each individual or business we engage with and deliver results. We believe in transparency, quality, and simplifying our clients lives so they can enjoy their wealth.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

5 things moving markets—besides the Fed

February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read Now
Investing

Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.

February 21, 2022Read Now
Investing

How are markets adjusting to the ongoing crisis in Ukraine? 

March 3, 2022Three things are starting to become clear as the invasion continues.Read Now
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