Your Life, Your Wealth
Wealth Engagement believes in inspiring its clients to embrace living with intention. We’re your partner on life’s journey, helping you achieve your goals and dreams by providing you sound financial advice, investment management, and great service.
Our vision is a better and more inspiring world where people live out their hopes, dreams, and aspirations; where they have a sense of purpose and live their lives intentionally; where they inspire others, have a sense of belonging, and a feeling of peace.
Tiffany Kent CFP®, Founding Partner
Phone: 917-826-5955 or 404-795-6124
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.
What began as simply helping out her single mother with managing her checkbook at the age of 14 years old, grew into a passion for not only growing clients' wealth but a mastery for teaching others the methods and science of financial analysis so they can make better financial and investment decisions.
Richard Lurie, Compliance Officer
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.