Home
Services
About
Events
Resources
Connect With Us

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: 315-449-4730

Fax: 315-449-0325

45 Oswego Street

Suite 100

Baldwinsville, NY 13027

Michelle@werthwealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Prentice Wealth Management, a registered investment advisor. Prentice Wealth Management and Werth Wealth Planning are separate entities from LPL Financial.