Wealth Engagement

Wealth Engagement is a financial planner in Atlanta, GA. The firm provides financial planning and investment management services to help clients design and invest for their personal goals. It holds a rating of 5.00 based on customer reviews.

Wealth Engagement LLC is an SEC-registered investment adviser that designs wealth management strategies to evolve with clients' lives. The team includes Richard Lurie, who serves as Chief Compliance Officer. He brings over 40 years of industry experience, including more than 25 years at IBM and 15 years in the IT research sector. Lurie holds an MBA in Marketing from Harvard Business School and a Bachelor of Science in Mechanical Engineering from Purdue University.

Jami Barkley supports clients with tax planning and financial designations. She holds an accounting degree from the University of Georgia and launched her own tax planning practice in 2010. Barkley is an Enrolled Agent and a Chartered Financial Consultant, and she is pursuing the Certified Financial Planner credential. Her work focuses on tax planning to lower lifetime tax bills and merging financial planning with tax strategy.

The firm also features Alexandra Kent, who is pursuing a Bachelor of Arts in Economics at the University of Pennsylvania. She has served as an investment banking summer analyst at Brookwood Associates and will join Guggenheim Securities as an investment banking summer analyst in 2027.

Wealth Engagement holds a 5.00 rating from customers who have reviewed the business. The firm combines regulatory expertise from its leadership with specialized tax and financial planning support to help residents manage their financial futures.

Wealth Engagement is located on Northside Parkway Northwest, just steps from the Horace E Tate Freeway. The office is about a third of a mile from West Paces Ferry Road Northwest and half a mile from the Front Tennis Courts.

BizScoreAI gave the business a Discoverability score of 100 out of 100, meaning AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score is 94 out of 100. BizScoreAI also ranks the business number 2 of 18 Financial planner businesses in Atlanta.

Services:

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