Werth Wealth Planning

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.

A fresh page in the calendar 📆is a reminder it's never too late to refocus, recharge, and move forward. Whether you're b...
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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As we wrap up the month of May, take a moment to appreciate the little wins, the fresh starts, and the progress you've m...
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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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 ...
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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This Memorial Day, we reflect with gratitude on the lives of those who served and sacrificed for our country. We honor t...
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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🌟May is Small Business Month🌟This month, we celebrate the dreamers, doers, risk-takers, and hardworking small business o...
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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From graduations 🎓to summer plans😎, May is full of transitions.It's also a great time to revisit:✔️College savings plans...
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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☀️Monday Fun Fact☀️Studies show that people who personalize and enjoy their workspace tend to feel happier, less stresse...
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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Bravery. Service. Sacrifice. 💙🚔As we round out National Police Week, we extend our gratitude to the officers who work ti...
05/15/2026

Bravery. Service. Sacrifice. 💙🚔
As we round out National Police Week, we extend our gratitude to the officers who work tirelessly to protect and support our communities every day. To show our appreciation, Werth Wealth Planning had pizzas delivered to the Onondaga County Sheriff's Office, New York State Police-Elbridge Barracks, Baldwinsville Police Department-NY and US Border Patrol-Oswego Station. Behind every badge is a person committed to serving something greater than themselves.
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The first year of retirement is less about settling into a routine and more about discovering what your new normal actua...
05/13/2026

The first year of retirement is less about settling into a routine and more about discovering what your new normal actually looks like-emotionally and financially.
Here's what retirees experience:
⛳Excitement and freedom
💰Spending shifts
🕐A new sense of structure or lack of it
📈Emotional investing
🏥Healthcare adjustments
👨‍👩‍👦Family time involvement
✨The good news: by the end of year one, most retirees find their rhythm,
Retirement isn't just about a financial transition but a life redesign.
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Some weeks start with motivation.Others start with discipline.Either way--you don't need a perfect plan, just a starting...
05/11/2026

Some weeks start with motivation.
Others start with discipline.
Either way--you don't need a perfect plan, just a starting point.
Small steps today create momentum for tomorrow.
Make the call.
Send the email.
Take the walk.
Do the one thing you've been putting off.
Momentum builds confidence-and confidence builds results.
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Address

45 Oswego Street Suite 100
Baldwinsville, NY
13027

Telephone

+13154494730

Website

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