Wealth Engagement

Wealth Engagement is a financial planner in Atlanta, GA. The firm provides financial planning and investment management, with an approach built around helping clients dream, design, plan, and invest for what matters most to them. Its services center on thoughtful wealth management designed to evolve as life does, and on financial education, including a blog of insights and honest stories meant to help people feel more confident about money. Wealth Engagement LLC is an SEC-registered investment adviser.

The firm's team brings together compliance, tax, and financial planning experience. Richard Lurie serves as Chief Compliance Officer, with 40 years in information technology, including more than 25 years at IBM and 15 years in IT research; he holds an MBA in Marketing from Harvard Business School and a Bachelor of Science in Mechanical Engineering from Purdue University. Jami Barkley brings over 15 years of experience in tax planning. She earned her accounting degree from the University of Georgia, launched her own tax planning practice in 2010, and holds the Enrolled Agent and Chartered Financial Consultant designations while pursuing the Certified Financial Planner credential. Her work focuses on the behind-the-scenes tax planning that helps clients lower their lifetime tax bill, merging financial planning and tax strategy. Alexandra Kent is a student at the University of Pennsylvania pursuing a Bachelor of Arts in Economics with minors in Legal Studies & History and Music.

The office sits on Northside Parkway Northwest, just off the Horace E Tate Freeway. West Paces Ferry Road Northwest is about 0.3 miles away, Howell Mill Road Northwest about 0.6 miles, and the Northside Branch Library about 0.7 miles. The Front Tennis Courts are roughly half a mile from the office.

Wealth Engagement holds a 5.00 rating from the clients who have reviewed it, reflecting a positive reputation among those it serves.

For Atlanta clients who want planning and investing handled in one place, Wealth Engagement pairs decades of combined compliance, tax, and planning experience with an approach built to adapt as life changes.

Services:

• Discretionary Asset Management
• Financial Planning Services
• Investment Advisory
• Non-Discretionary Asset Management
• Thoughtful Wealth Management