Werth Wealth Planning

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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 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.

👻🎃Trick-or-Treat🎃👻Grab your Halloween costumes and candy buckets and head to the village tomorrow from 2 to 4 pm where l...
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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Protecting your financial future means protecting your information, too.💻A few simple reminders:✅Use strong, unique pass...
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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📋Estate Planning Awareness WeekEstate planning isn't just about what happens after your gone-it's about making sure the ...
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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Here's to the women who take the leap, build something of their own, lead with confidence, and support the women around ...
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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Celebrating Life's Sweetest Moments!💙👶We were delighted to celebrate this special milestone with a personalized gift for...
10/15/2026

Celebrating Life's Sweetest Moments!💙👶
We were delighted to celebrate this special milestone with a personalized gift for our clients as they begin this exciting new chapter as grandparents.
It's the little moments and life's biggest milestones that make our relationships so meaningful.
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Open Enrollment is your opportunity to look at your benefits with 2027📆 in mind. Changes to premiums, deductibles, presc...
10/14/2026

Open Enrollment is your opportunity to look at your benefits with 2027📆 in mind. Changes to premiums, deductibles, prescription coverage and other benefits could make last year's choices less suitable for the year ahead!
Your benefits are part of your overall financial plan. Take a little time this fall to review so you can plan ahead and start 2027 with intention.
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Money is the tool-not the destination.A meaningful financial plan starts with the question: What do you want your money ...
10/12/2026

Money is the tool-not the destination.
A meaningful financial plan starts with the question: What do you want your money to make possible?
Perhaps it is:
*A confident retirement
*More time with family
*Giving to causes that matter
*The freedom to make choices on your terms
When your financial decisions are connected to your values, planning becomes more personal and more purposeful.
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💚World Mental Health Day💚A reminder that mental health is just as important as physical health. Take a moment today to c...
10/10/2026

💚World Mental Health Day💚
A reminder that mental health is just as important as physical health. Take a moment today to check in with yourself, give yourself some grace, and remember that asking for help is a sign of strength-not weakness.
You never know what someone else may be carrying. Be Kind. Listen. Check in. 💚
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October is Breast Cancer Awareness Month-a time to encourage awareness, support one another, and remember the importance...
10/09/2026

October is Breast Cancer Awareness Month-a time to encourage awareness, support one another, and remember the importance of taking care of our health.
💗Schedule the screening
💗Know your normal
💗Encourage someone you love
💗Support those facing breast cancer
Today and everyday, let's wear pink with purpose.💗
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If you're age 70 1/2 or older, a Qualified Charitable Distribution (QCD) may allow you to donate directly from your IRA ...
10/07/2026

If you're age 70 1/2 or older, a Qualified Charitable Distribution (QCD) may allow you to donate directly from your IRA to an eligible charity.
A QCD can:
✨Support a cause that matters to you
✨Count toward your Required Minimum Distribution
✨Potentially provide tax benefits
As we head into the final months of the year, it's a great time to consider whether a QCD could be part of your charitable and financial planning strategy.
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Address

45 Oswego Street Suite 100
Baldwinsville, NY
13027

Telephone

+13154494730

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