Announcements & Events
Anchors Fore Charity Golf Tournament
We're proud to host our 2nd annual Anchors Fore Charity Golf Tournament, where every swing makes a difference. Proceeds from this event will benefit Vera House, supporting individuals and families impacted by domestic violence. Use the link below to register your team today to secure your spot! Let's come together for a meaningful day of golf, community, and impact. 💜
Client Engagement 2025
We are proud to carry on the tradition of donating $20 to Golisano Children's Hospital, earmarked to Youth Mental Health or Vera House. Since 2019, Werth Wealth Planning has donated a total of $25,840, client engagement fuels our ability to continue this meaningful tradition.
In addition to the monetary donations, we again partnered with Golisano Children's Hospital and Francis House, Inc. to purchase and deliver wish-list items. We are proud to support our community and help bring holiday cheer to patients when it matters most.
Anchors Fore Charity Golf Tournament
Our first annual charity golf tournament was a huge success. With the support of sponsors, golfers, volunteers and community, together we raised $8,275 to support Vera House and Francis House. The energy, generosity, and camaraderie made it a day to remember. Our community is stronger because of the contributions of every participant. We can't wait to continue the tradition next year!
Operation Backpack 2025
We have continued our tradition of delivering to Vera House a dozen fully stocked K-12 backpacks in collaboration with Operation Backpack. With client support, we were able to bring additional supplies for students to use throughout the year. We are grateful to everyone that has contributed to our charitable endeavor, your engagement truly makes a difference in our community.
Vera House White Ribbon Campaign
We were honored to be a part of the 240 attendees at the WRC breakfast held on April 2nd to kick off the White Ribbon Campaign month. We are proud to stand with Vera House in their campaign to help end domestic and sexual violence in our community. This campaign is more than just wearing a ribbon-it's about raising awareness, taking action, and being a voice for those in need. Together we can make a difference.
Our Community
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.
Client Engagement 2024
We are honored to have the opportunity to continue our yearly tradition of donating $20 on each client's behalf to Golisano Children's Hospital, earmarked to the Child & Adolescent Mental Health initiative or Vera House. Bewteen 2019-2024 Werth Wealth Planning has donated a total of $22,600 on your behalf, thanks to your engagement.
In addition to the monetary donations, we again partnered with Golisano Children's Hospital and Francis House, Inc. to purchase and deliver as many wish-list items as possible. We are committed to supporting our community to help bring cheer to patients during the holiday season.
Operation Backpack 2024
Our Operation Backpack collaboration was successfully delivered to Vera House with a dozen stocked K-12 backpacks for deserving students to utilize this school year. With your support, we were able to fill two large totes of additional supplies for students to use throughout the year. We are grateful for everyone who contributed to our charitable endeavors this year.
3rd Annual Shredding Event
July 27, 2024 9am - 12pm
Let us do the shredding for you! Join us at our 3rd annual complimentary shredding event at Mercer Park. Safely shred old bank statements, tax returns, outdated medical records and any documents containing personally identifiable information.
2023 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.
Operation Backpack
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!
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!
Client Engagement
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.
Operation Backpack
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.
Operation Backpack
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.
Medicare Made Simple
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.
January 2021
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>>
3/30/2019
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!
