General Info

A Partner On Your Life Journey Our founder, Michelle Werth, has dedicated over 25 years to the financial planning industry. During her journey, Michelle noticed a significant gapâ??succession and diversity were often overlooked. Advisors would retire, leaving their clients adrift without a clear plan for the future. Michelle saw an opportunity to create a firm that not only addresses the needs of today but also ensures a secure tomorrow. Werth Wealth Planning is more than just a name; it's a reflection of our commitment to serving our clients with the utmost integrity. We understand that financial planning is not just about investments; itâ??s about understanding your entire lifeâ??s journey and being there for you every step of the way.