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Serving the Unique Needs of Affluent Women and Successful Small Business Owners
Empowering women to take control
of their future!
Financial planning + Investing = Freedom
Stop paying hidden fees.
Understand your portfolio. 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 ™
Serving Clients Since
10 / 2020
Assets Under Management*
*All stats are as of 3/26/2022
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