Where Client Engagement is Making a Difference
December 31, 2020
Thank you to everyone who took the time to schedule periodic reviews and wealth plan updates from summer through the end of 2020. Werth Wealth Planning donated a total of $20 on behalf of each client connection to either Golisano Children's Hospital or Vera House. We exceeded last year's contributions with a grand total of $3,500!
Additionally, we partnered with Golisano Children's Hospital and fulfilled their wish list of hospital-friendly, age-appropriate toys and all things play in hopes to bring peaceful joy and smiles to the courageous children.
Supporting Our Community
At Werth Wealth Planning, we remain steadfast in our commitment to our clients and the local community. For every client scheduling a meeting from July, 2020 through December 31, 2020, we are making a $10 donation on your behalf to your choice of Golisano Children's Hospital or Vera House. Additionally, our firm will make an end of year match for a total client donation of $20.
Vera House was founded in 1977 by a group of concerned individuals led by Sister Mary Vera, CSJ who recognized the need for emergency sheltering services for women in crisis. This original mission blossomed into a wide range of domestic violence services including outreach and advocacy, domestic violence education programming, children's counseling, the Syracuse Area Domestic and Sexual Violence Coalition and a domestic violence education and accountability program for perpetrators of violence.
Upstate Golisano Children’s Hospital opened in 2009, with the mission to provide safe, effective, innovative and family centered care for children in the Central New York region. Today we serve children and families across 17 counties and treat over 100,000 pediatric encounters per year.
April 7, 2020
Michelle's involvement with the UMass Amherst Smart Woman Securities Chapter was highlighted in their spring newsletter. She was pleased to participate in a virtual markets discussion on Covid-19 and its effect on the economy and market volatility. Click here to read more>>
Werth Wealth Planning was featured in an educational seminar series at the University of Massachusetts, Amherst Isenberg School of Business. It was an honor to interact with the inspiring young women pursuing a career in the financial services industry!