Where Client Engagement is Making a Difference
Total Charitable Donations Since 2019
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 through December 31, 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 they serve children and families across 17 counties and treat over 100,000 pediatric encounters per year.
2024 Client Engagement
December 31, 2023
We are honored to have the opportunity to continue our yearly tradition of donating $20 on each client's behalf to either Golisano Children's Hospital or Vera House thanks to your engagement!
In addition to monetary donations, we, again, partnered with Golisano and Francis House to purchase as many items as possible to fulfill their annual wish-lists. Items included sensory toys and books for Golisano, as well as self-care items and household supplies for the families at Francis House.
August 24, 2023
This year, we saw more donations than ever for Operation Backpack. Each year Werth Wealth Planning commits to stocking a dozen K-12 backpacks. In addition to 12 fully stocked backpacks, with your efforts, we were able to donate 4 extra bags filled with school supplies to Vera House and Golisano Children's Hospital. Thank you to all of those who donated this year!
2nd Annual Shredding Event
July 29, 2023 12pm - 3pm
It's back! We are excited to announce our 2nd Annual Shredding Event. Let us do the shredding for you and join us, again, at Mercer Park at our complimentary shredding event to safely shred old bank statements, tax returns, outdated medical records and any documents containing personally identifiable information.
Silver Fox Volunteering
March 10, 2023
We are excited to share our most recent engagement with the Baldwinsville community. We partnered with Karin Sloan DeLaney P.C. and her team in volunteering at Silver Fox Adult Day Center. We worked alongside members to complete crafts such as rock painting, as well as engage in meaningful conversation surrounding members history. We were honored to have this opportunity to engage with our local community!
December 31, 2022
We would like to thank everyone who took the time to schedule periodic reviews and wealth plan updates from the summer through the end of 2022. Werth Wealth Planning donated $20 on behalf of each client who engaged to their choice of Golisano Children’s Hospital or Vera House. We are honored to announce that we surpassed last years donations with a total of $4,540 donated!
In addition to our monetary donations, we partnered with Golisano Children’s Hospital and Francis House to fulfill their annual wish-lists. Among their lists were hospital-friendly, age-appropriate toys as well as household supplies, blankets, and oil diffusers.
August 30, 2022
This year, Werth Wealth Planning has continued its tradition of participating in Operation Backpack, a Volunteers of America program providing children in need with a new backpack filled with grade-specific school supplies. Werth Wealth Planning has committed to stocking a dozen K-12 backpacks, but thanks to our dedicated clients support we were able to fill 14! We appreciate everyone who has donated as your client engagement truly makes a difference.
Estate Planning Basics
Presented by Karin Sloan Delaney, Esq.
June 3rd, 2022 at 10:00 a.m.
Werth Wealth Planning is pleased to introduce Karin Sloan Delaney of Sloan Delaney, P.C., an attorney with nearly 20 years of experience in Trusts and Estates Law.
We hope you can join us for a virtual estate planning seminar and learn how to protect your estate and ease the transition for your loved ones. Click here to RSVP and learn more.
August 23rd, 2021
This year, Werth Wealth Planning has partnered with Operation Backpack, a Volunteers of America program providing children in need with a new backpack filled with grade-specific school supplies. Werth Wealth Planning has committed to stocking a dozen K-12 backpacks...and the bags are filling! We appreciate everyone who has donated as your client engagement truly makes a difference.
Medicare Made Simple
August 11th, 2021 10:00 a.m.
Thank you for making this virtual event such a success! The seminar covered Medicare plan basics and provided information on how to find the most appropriate options for you. Please reach out to us if you are interested in attending this presentation in the future.
HeatherStrong Heroes of Hope Golf Tournament
June 12, 2021
Werth Wealth Planning was honored to sponsor the 7th annual HeatherStrong Heroes of Hope Golf Tournament in Elbridge, NY. HeatherStrong Heroes of Hope is a local non-profit offering support and assistance to improve the quality of life for those affected by life-altering circumstances throughout Central, New York. We are proud to join them in their mission to make a positive impact on the community by helping others in their times of need.
Werth Wealth Planning was featured on the Greater Baldwinsville Chamber of Commerce’s Facebook page. The post featured a list of our primary product and service offerings, as well as an interview highlighting our mission, and why we love being a part of the Baldwinsville community!
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.
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!