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Empowering women to take control
of their future!
Financial planning + Investing = Freedom
Understand your portfolio. Stop paying hidden fees.
Be a confident investor.
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."
CERTIFIED FINANCIAL PLANNER ™
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.
Serving Clients Since
10 / 2020
Assets Under Management*
*All stats are as of 3/30/2023
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