Wealth Engagement

Wealth Engagement Wealth Engagement provides financial planning and investment management.

We strive to connect with our clients on a deeper level to make it possible to integrate a dream into a customized financial and investment plan.

What can a 1960s ad agency teach us about raising resilient kids? In my latest blog, I share the small, uncomfortable mo...
08/21/2026

What can a 1960s ad agency teach us about raising resilient kids? In my latest blog, I share the small, uncomfortable moments—like paying for violin lessons that felt wasted—and how choosing persistence shapes capable children. Read the full story and practical takeaways here: https://wix.to/ubTMeN8

When Caroline started violin at 3, it was painful.Private lessons were $25 for 30 minutes—which felt like a lot in 2011—and half the time she was rolling around on the carpet instead of listening to her teacher.I wanted to quit.It was embarrassing. It felt like a complete waste of time and money...

08/13/2026

Getting a Handle on What We Really Want — a short reflection on home, dreams, and what changes as we move into the next chapter of life. Read it now: https://wix.to/6lL86bv

What would your second‑home dream look like?

Summer rhythms, small victories, and the quiet search for flow — a short reflection on watching kids grow, chase passion...
06/26/2026

Summer rhythms, small victories, and the quiet search for flow — a short reflection on watching kids grow, chase passions, and find their own rhythms. Read my latest post: Dog Days of Summer — and the Search for Flow. https://wix.to/h16OJyN

I've been watching my kids this summer, feeling both proud and a little envious.- My daughter Alexandra is interning at Book of the Month Club in NYC — reading books in Central Park on weekends, fully absorbing the city. - My daughter Caroline is getting ready for college, working at a summer camp...

06/12/2026

Eat, Pray, Surf — a short, reflective piece about reunion season, the pressure to look successful, and what really matters. Read the full post:

What if the thing you’ve been fighting is exactly what helps you grow? In my new post “Pain Trade,” I explore how the ma...
05/29/2026

What if the thing you’ve been fighting is exactly what helps you grow? In my new post “Pain Trade,” I explore how the market term for the outcome everyone fears mirrors the hidden parts of ourselves—Jung’s shadow—and why facing it can change everything. Read more: https://wix.to/nSn4wxd

On Wall Street, traders talk about the "pain trade."It's the outcome nobody wants because they're positioned for something else.Ironically, it's often the direction the market eventually goes.Lately, I've been thinking about how the pain trade applies to life.Ten years ago, during my midlife crisis,...

Take the Bull by the Horns 🤠 . Read now: https://wix.to/dBxRFci
05/22/2026

Take the Bull by the Horns 🤠 . Read now: https://wix.to/dBxRFci

IMG_4100.MOVIf you’ve ever ridden a mechanical bull, you quickly learn one thing: the only way to stay on is to counteract the force. When the bull bucks left, you shift right. When it drives forward, you lean back. You don’t fight it by going rigid, and you certainly don’t just hold on and ho...

"Being Poor Was My Superpower. Here's Why Yours Might Be Too." — practical, honest, and inspiring for anyone building a ...
05/08/2026

"Being Poor Was My Superpower. Here's Why Yours Might Be Too." — practical, honest, and inspiring for anyone building a career without inherited advantages. Read more: https://wix.to/xoy4pPV

What stuck with you from this idea? Share your story below.

A student in the Emory financial planning class asked me in front of everyone:"How should I think about my career if I don't come from money?"I looked at her and said: "Your being poor is your superpower."She looked at me like I had two heads.But also backed it up with the famous line from the 1987....

Diamonds Sparkle. Dividends Compound.
03/13/2026

Diamonds Sparkle. Dividends Compound.

NYC last summer I remember when I first got engaged. I loved looking at my diamond ring Two carats. Clear. Beautiful. I felt lucky. I had just started my career on Wall Street, riding the subway every morning as my boss did. After getting married, having babies, a nanny, and a wonderful husband, my....

Big Magic
02/27/2026

Big Magic

As we head into spring break, I had a small breakthrough. Yesterday I presented to the Harvard Business School Women’s Association. They reached out after I posted an article about my career pivot and the lessons I learned along the way. The title of the talk: From Net-Worth to Self-Worth: What Ma...

I was running along the banks of the Charles River — cold, crunchy snow underfoot, and then a moment of clarity. A turni...
02/20/2026

I was running along the banks of the Charles River — cold, crunchy snow underfoot, and then a moment of clarity. A turning point: an ending that becomes a new beginning. Read my short reflection and join me in that light. https://wix.to/G9eQfzN

I was running along the banks in Boston, leftover snow crunching under my feet.Cold. Dry. But there was light.I was there on a college tour with Caroline.And something hit me mid-stride:I sometimes feel frozen. This is a turning point. An ending, yes, but also a brand new beginning.Previously, we at...

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3715 Northside Parkway, Building 100, Suite 500
Atlanta, GA
30327

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