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You bring your goals.
We bring the roadmap.
โThoughtful wealth management designed to evolve as your life does.
SERVICES
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"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 ™
Your Partner in Building a Confident Financial Future
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Custody Provider


Upcoming Speaking Events
VIDEO
Serving Clients Since
10 / 2020
Assets Under Management *
$105 MM
* Stat is as of 1/13/2026. $102.5 MM in discretionary assets and $2.5 MM in non-discretionary assets.
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