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Demystifying financial planning
and investing
Is It Time to Get Your
Financial House in Order?
Financial planning + Investing = Freedom
Make sure you are on track to meet your goals!
SERVICES
Your CERTIFIED FINANCIAL PLANNER ™ for comprehensive planning. Serving you face-to-face in Atlanta or virtually across the United States.
"At Wealth Engagement, we dig deep and explore what's important to you. Then we create a plan that allows for flexibility that paves your path to financial success."
-Tiffany Kent,
CERTIFIED FINANCIAL PLANNER ™
Custody Provider
Goldman Sachs Custody Solutions is a financial leader committed to working with the industry’s preeminent advisory practices, including Registered Investment Advisors and advisory teams seeking independence. They provide the infrastructure and platform to enable advisors to deliver an exceptional client experience through their digital-first custody and trading services.
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Serving Clients Since
10 / 2020
Assets Under Management*
$72.1 MM
*All stats are as of 3/22/2023
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