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You bring your goals.
We bring the roadmap.
Thoughtful wealth management designed to evolve as your life does.
SERVICES
"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

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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