About 

Rustic Beach Path

About

 

Who We Are

 

Wealth Engagement is a financial planning and investment management firm based in Atlanta, powered by 25 years of Wall Street and hedge fund portfolio management experience. We specialize in helping women and families grow and protect their wealth through custom financial planning and a strategic approach to investment management.

Our Team

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Tiffany Kent

CERTIFIED FINANCIAL PLANNER 

Founding Partner

Tiffany@wealthengagement.com 

Phone: 917-826-5955 or 404-795-6124

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Richard Lurie

Compliance Officer

Richard@wealthengagement.com 

Phone: 203-249-0532

Tiffany Kent is the Founding Partner of Wealth Engagement LLC.  Tiffany is a former Vice President and Financial Advisor at Bernstein Private Wealth Management where she provided a range of sophisticated wealth planning and investment services. Prior to Bernstein, Tiffany constructed client portfolios and managed a $200 million equity long-short portfolio as an analyst, portfolio manager and partner at several investment management firms.  Before that, she worked at Goldman Sachs as an Associate in investment banking. Tiffany holds a BA in Economics from the University of California, Berkeley, and an MBA from Harvard Business School. She is a CERTIFIED FINANCIAL PLANNER ™ and serves as Board Chair of the Harvard Business School Club of Atlanta.

 

"An investor, advisor, writer and advocate dedicated to helping women invest to reach their dreams! My work is devoted to sharing ideas, tools, and resources that will help women plan and invest."

Reach out to me at Tiffany@WealthEngagement.com 

Richard spent 31 years working for IBM in various marketing roles.  After retiring from IBM he joined Forrester Research, an IT research advisory firm, as a relationship manager and worked in New York City covering financial services firms for 16 years.   He has degrees from Purdue University and Harvard Business School. 

Speaking Events

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She Leads GA

Conference 2019

WOMEN'S FINANCIAL EMPOWERMENT FORUM

Event
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HBS Club of Atlanta

April 30, 2020

PREPARING YOU FOR PROSPERITY IN TIMES OF UNCERTAINITY

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Gwinnett Business 

November 2020

"Gwinnett Business Radio," with Mike Sammond with Tiffany Kent, CFP® 

Press