Becoming a Client

Just as you interview us for a long-term relationship, we will evaluate your situation to determine if our services fit your needs and objectives. We have established minimum criteria for new clients so that we can continue to provide the highest level of service possible for everyone.

We deliver our advice without the distractions or conflicts of interests that characterize less-focused institutions. Therefore, you get precisely what you need, when you need it.

To determine if Urda Wealth Management is the right partner for your needs, contact us today for a no-obligation consultation.


18 Crow Canyon Court, Suite 390
San Ramon, CA 94583

Phone: (925) 743-2760
Fax: (925) 743-8860