Michelle Werth, AWMA®
Managing Member, Senior Wealth Advisor
Michelle combines her extensive consultative guidance and relationship management skills with her investment and financial planning knowledge to proactively ascertain clients’ investment needs and financial goals and align them with appropriate solutions. She spent the past 20 years in the financial services industry meaningfully interacting with thousands of investment and financial advisors nationwide to analyze client portfolios and share insights for successful implementation of investment management, practice management and wealth management strategies.
With a priority driven focus, she strives to deepen client relationships, built on a foundation of loyalty and trust. She endeavors to be a strategic partner, not only to each client but to his or her family and all interested parties in order to ensure flawless execution of all phases of the financial plan. Michelle obtained her B.A. degree from the University of Massachusetts, Amherst. She earned her Accredited Wealth Management AdvisorSM designation from the College for Financial Planning. The AWMA® designation is recognized as the industry benchmark for wealth management professionals and denotes her ability to effectively identify, analyze and recommend strategies for the diverse needs of her clients. The program develops proficiency in the areas of behavioral finance, advising small business owners, succession and exit planning as well as fiduciary and regulatory issues. She holds FINRA Series 7, 63 General Securities and Series 24 Principal certifications as well as insurance licensing for Life, Accident & Health.
Michelle grew up south of Boston and spent several years in New York City prior to moving to the Syracuse area in 2002. She currently resides in Memphis, New York with her husband Brantley and two children, Wyatt and Westin. The family is active in the lacrosse, football and basketball communities and enjoy spending time fishing together on Cross Lake during the summer months.
Client Engagement & Operations Specialist
Danielle utilizes her consummate operational skills across all levels of the financial planning process, from customer care and professional services to quality assurance and office infrastructure. She oversees and establishes new accounts while providing exemplary management of existing service needs.
Danielle was formerly employed as a Mortgage Loan Officer at KeyBank where she achieved a high level of financial proficiency, made significant organizational enhancements and developed extensive relationships. She is a graduate of Onondaga Community College with a major in Accounting. Danielle holds FINRA Series 6, 63 General Securities certifications as well as insurance licensing for Life, Accident & Health. Additionally, Danielle serves Werth Wealth Planning in a Notary Public capacity.
Danielle grew up and currently resides in Memphis, New York with her husband Bryan and two children Luke and Avery. She and her family enjoy sports, boating and spending time with their family and friends.
Client Engagement Coordinator
Julia has joined Werth Wealth Planning to advance and expand client services in her role as Client Engagement Coordinator. She brings her positive energy and enthusiasm as well as extensive service and relationship skills gained from previous positions at Syracuse University, Family Affair Productions and Hobin Studios.
Additionally, Julia is an accomplished musician and performer, graduating with honors from Syracuse University with a B.M. in Music Industry in May of 2020. She is an independent artist and songwriter performing on local, national and international stages from a young age. Julia was featured on season 9 of America's Got Talent at 15 years old and became a quarter finalist, performing at Dolby Theatre in Los Angeles and Radio City Music Hall in New York City. Her new single When I Wake has just been released and is available for streaming and download here.
Julia grew up in Baldwinsville, NY where she currently resides with her mom, dad and younger sister Sara. In her spare time she enjoys being active and spending time with family and friends.