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Michelle Werth

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Dictionary of Financial Terms


Modern Portfolio Theory


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Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor, member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Werth Wealth Planning, LLC, Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Michelle Werth is licensed to transact business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont and Virginia.

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