Werth Wealth Planning

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Baldwinsville, NY
Werth Wealth Planning

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Prentice Wealth Management LLC, a Registered Investment Advisor.

Werth Wealth Planning was established to provide our clients a full spectrum of guidance, support and first class solutions to meet their individual financial needs. Prentice Wealth Management, LLC and Werth Wealth Planning, LLC are separate entities of LPL Financial. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance b

usiness in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

06/07/2026

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

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06/05/2026

🍩Happy National Donut Day🍩
Today is the perfect excuse to enjoy a sweet treat, share a smile, and sprinkle a little extra joy into your day. Whether you prefer glazed, chocolate, filled or sprinkled-there's a donut for everyone!
Sometimes it's the simple things that make the biggest difference. Wishing everyone a fun and sweet day!
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06/03/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.
For the first time in several years, the headline index may not be the most interesting part of the story. Small caps (Russell 2000) are up approximately 13.4%, and Mid-caps (S&P Midcap 400) have returned roughly 9%. A timely reminder that a well-defined portfolio construction philosophy should orient itself around the goal to participate across environments rather than depend on one segment or another.
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Source: Bloomberg, return streams from Jan 2nd to May 13th, 2026

06/01/2026

A fresh page in the calendar 📆is a reminder it's never too late to refocus, recharge, and move forward. Whether you're building new habits, planning for the future, or simply enjoying the start of summer🏖️-here's to making June meaningful!
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05/29/2026

As we wrap up the month of May, take a moment to appreciate the little wins, the fresh starts, and the progress you've made-even the quite kind.
Longer days☀️, warmer weather 😎, and a new season ahead are reminders that growth takes time. 🌳
Finish the month strong, head into the weekend, grateful, positive and joyful!
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05/27/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

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05/25/2026

This Memorial Day, we reflect with gratitude on the lives of those who served and sacrificed for our country. We honor their memory, their families, and the legacy they leave behind.
Wishing you a safe and happy holiday weekend!
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05/22/2026

🌟May is Small Business Month🌟
This month, we celebrate the dreamers, doers, risk-takers, and hardworking small business owners who help drive our local economy and strengthen our communities every day.
Behind every small business is a story of dedication, long hours, passion, and perseverance. Thank you to all the entrepreneurs making an impact one day at a time.💙
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05/20/2026

From graduations 🎓to summer plans😎, May is full of transitions.
It's also a great time to revisit:
✔️College savings plans
✔️Family financial goals
✔️Upcoming expenses
Planning ahead=peace of mind.
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05/18/2026

☀️Monday Fun Fact☀️
Studies show that people who personalize and enjoy their workspace tend to feel happier, less stressed and more productive throughout the workday.
Create a space that makes you feel motivated and comfortable! A little plant, favorite coffee mug, or family photos, little things really do make a big difference. 💛
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Address

45 Oswego Street Suite 100
Baldwinsville, NY
13027

Telephone

+13154494730

Website

https://www.werthwealth.com/

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