Where Client Engagement is Making a Difference
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.
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!