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ABOUT US

Anthony Ogorek ED.D, CFP and Tracy Sherwood CFP

 

OUR MISSION


We are an independently owned firm whose sole purpose is the success and security of our clients. As a fiduciary, we have pledged to act in your best interests at all times. Our web-based portfolio reporting software offers you a level of transparency that is uncommon in our industry. We make the effort to ensure that you understand financial concepts that are relevant to your life. Providing you with the opportunity to better understand your financial affairs has proven helpful in building trust over time. At Ogorek Wealth Management, we believe in a team approach to deliver you the expertise that each of our professionals has to offer. You will work with our experienced team of advisors and support staff, each of whom will help to deliver exceptional service. Let us help you identify solutions that you can understand, and provide you with the expertise and support to get you there.

 

OUR VALUES


Continuous Improvement:  

Innovative. Learning. Transformative. Knowledge.  

Collaboration:  

Mutual Respect. Effective Communication. Integrity. Fun. 

Excellent Service:  

Client-Focused. Responsive. Consistent.