Werth Wealth Planning

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Werth Wealth Planning

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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 business 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.

11/02/2026

It's the first Monday of November. 🍂
Instead of adding ten things to your to-do list, try choosing one thing you want to make more room for this month.
More focus? More family time? More follow-through? More gratitude?
More moments that don't feel rushed?
Sometimes the best way to move forward is to be intentional about what deserves your time and energy.
Here's to a November filled with more of what matters!🤎
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10/31/2026

Wishing you a Halloween🎃 filled with costumes, candy🍭, laughter, and maybe just a little bit of spooky fun! 👻
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10/30/2026

Happy National Candy Corn Day!
Love it or Leave it, there's no denying it's a Halloween classic!🎃🧡
Tell us - are you Team Candy Corn or Team No Thanks? 👇
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10/28/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step. Give us a call we can help!
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10/27/2026

We were honored to be part of the Vera House New Beginnings Gala, an inspiring evening celebrating resilience, courage, and the power of new beginnings.
Through the generosity of publishers, authors, small businesses and the bookish community, the Stories of Strength collaboration raised $4,500.
We are proud to support an organization that provides safety, healing, and hope to individuals and families impacted by domestic and sexual violence.
Together we can make a difference-one story, one act of kindness, and one new beginning at a time.

10/26/2026

🍁October is almost over. It's time to LOCK IN. 🔒
The holidays are coming, the year is winding down, and those goals aren't going to reach themselves!
✔️Refocus priorities
✔️Get organized
✔️Finish the year with intention
Don't wait for January, the time to make moves is NOW!
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10/23/2026

👻🎃Trick-or-Treat🎃👻
Grab your Halloween costumes and candy buckets and head to the village tomorrow from 2 to 4 pm where local Baldwinsville businesses open their doors for a safe and fun family trick or treating event. Follow the Greater Baldwinsville Chamber of Commerce page to view and print the map of participating businesses.
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10/21/2026

Protecting your financial future means protecting your information, too.💻
A few simple reminders:
✅Use strong, unique passwords
✅Turn on multi-factor authentication
✅Be cautious with unexpected emails, texts and links
✅Keep your device and software updated
✅Never share sensitive financial information unless you know who you're dealing with
A little extra caution today can protect what you've worked so hard to build.
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10/19/2026

📋Estate Planning Awareness Week
Estate planning isn't just about what happens after your gone-it's about making sure the people and things you care about are protected today.
This week is a great reminder to review:
✅Your will and/or trust
✅Beneficiary designations
✅Powers of attorney
✅Healthcare directives
✅How your assets are titled
Life changes, and your estate plan should change with it. A quick review today can help provide clarity and confidence tomorrow.
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10/16/2026

Here's to the women who take the leap, build something of their own, lead with confidence, and support the women around them.
Whether you're growing a business, building a career, balancing family and work, or chasing a dream-your hard work matters!💪💼
Let's celebrate the women who inspire us, open doors for others, and continue to make an impact every day. 💗
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Address

45 Oswego Street Suite 100
Baldwinsville, NY
13027

Telephone

+13154494730

Website

https://www.werthwealth.com/

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