About US
A Partner On
Your Life Journey
Our founder, Michelle Werth, has dedicated over a decade to the financial planning industry. During her journey, Michelle noticed a significant gap—succession and diversity were often overlooked. Advisors would retire, leaving their clients adrift without a clear plan for the future. Michelle saw an opportunity to create a firm that not only addresses the needs of today but also ensures a secure tomorrow.
Werth Wealth Planning is more than just a name; it's a reflection of our commitment to serving our clients with the utmost integrity. We understand that financial planning is not just about investments; it’s about understanding your entire life’s journey and being there for you every step of the way. Our approach is youthful and modern, yet deeply rooted in the timeless values of care, compassion, and confidence.
About Us
A Team That
Understands You
We take pride in our ability to listen, understand, and make our clients feel truly seen. Whether you’re an artist, a small business owner, a retiree, or navigating life’s transitions, we are here to support you in your totality. Think of us as your anchor in the sometimes turbulent waters of financial planning. As the saying goes, “A smooth sea does not make a skilled sailor.” We’re here to help you navigate the waves with confidence and clarity.
We are dedicated to building lasting relationships and providing sound financial advice that you can rely on. Come for the decor, stay for the sound financial advice, and know that with us, you have a partner who is as invested in your future as you are.
Michelle Werth, AWMA®
Managing Member, Senior Wealth Advisor
I’ve always believed that our success is measured by the success we bring to others. My mission is to ensure that each client feels seen, heard, and understood. Financial planning is not just about managing investments; it’s about being there for you in your entirety. I’m here to help you navigate the complexities of life with confidence and clarity, serving as your steadfast anchor in the journey toward financial independence.
My journey in the financial world began when I moved to New York City in 1998. The vibrant energy of the financial services district and the hum of a Bloomberg terminal captured my heart and set the course for my career. I quickly learned that relationship building is at the core of financial planning. By putting people first, listening intently, and providing purposeful guidance, I strive to help my clients achieve their financial goals.
Danielle Pinckney
Client Engagement & Operations Supervisor
I've always loved helping people, and that passion drives my work every day. As an Operations Manager, I utilize my operational skills across all levels of the financial planning process. From customer care and professional services to quality assurance and office infrastructure, I ensure that everything runs smoothly. I oversee the establishment of new accounts and provide exemplary management of existing service needs.
Before joining the team, I was a Mortgage Loan Officer at KeyBank, where I achieved a high level of financial proficiency, made significant organizational enhancements, and developed extensive relationships. My background in accounting, which I studied at Onondaga Community College, has provided me with a solid foundation for my role. I also hold FINRA Series 6 and Series 63 licenses through LPL Financial, as well as insurance licensing for Life, Accident & Health. Additionally, I serve as a Notary Public.
I grew up and currently reside in Memphis, New York, with my husband Bryan and our two children, Luke and Avery. Our family enjoys sports, boating, and spending quality time with family and friends.
Sarah Beckley
Client Engagement Associate
As a Client Engagement Associate, I am dedicated to creating a welcoming and seamless experience for every client interaction, from coordinating appointments to supporting client needs. I am passionate about building lasting relationships and making sure every client feels confident, comfortable and cared for.
After completing my degree in Accounting from Onondaga Community College, I worked 19 years for a small business, aggregating financial data for audit purposes, preparing financial statements for quarterly and annual SEC filings, and working closely with centers of influences.
I grew up in Ohio, moving to New York in 2004. I currently reside in Fulton, New York with my husband, Jeremy, who received his PhD from Syracuse University in Electrical Engineering, along with our rescue cats. I love SU sports, reading mystery novels, and supporting local fashion designers.