Prestige Wealth Management Group, LLC

As an independent, fully integrated tax and financial planning firm, we help clients feel comfortable discussing their finances, allowing us to create tax-efficient plans that instill confidence about their future. Our tax-efficient strategies are crafted to maximize your earnings retention. We look at your entire financial profile to optimize how your assets are held, ensuring that they are managed in a way that can help enhance the returns on your long-term savings.

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 gap—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; it’s about understanding your entire life’s journey and being there for you every step of the way.

Legacy Wealth Advisors of NY is a financial advisory firm that provides comprehensive financial planning services to individuals and businesses in East Syracuse, NY. The firm offers a wide range of services, including estate planning, financial planning, wealth management, and personal insurance. Legacy Wealth Advisors of NY is committed to providing its clients with the highest quality of service and . The firm has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Legacy Wealth Advisors of NY is a member of the National Association of Personal Financial Advisors (NAPFA) and the Better Business Bureau (BBB). The firm is also accredited by the Financial Planning Association (FPA).