An eye on the future

The concept of retirement is changing. Do you have a clear vision of how you want to spend your time in retirement?

Let us help you see retirement in a new light. Don’t just survive. Thrive!

eye on the future - ogorek wealth management
Return
On Life
We believe you need two things to retire well – it’s all about purpose & money. Most of the people in financial services focus almost exclusively on return on investment (ROI). While we attend to the ROI, we focus equally on your RETURN ON LIFE (ROL) which asks, “Are you getting the best life possible with the money you have?”
fee-only
approach
Our commitment to you! No compensation from product sales. Avoid the conflicts that arise from them. Ogorek’s fee-only financial planners and investment advisors provide highly coordinated advice putting you, your goals and your family’s interests first.
portfolio
evaluation
Are you prepared for the next market downturn? Do you understand the amount of risk in your portfolio, and is it appropriate given your individual goals and objectives? If you believe your portfolio is missing its mark, now is the time to make a change. Call us today for a second opinion.
trust in
experience
For over 30 years, Ogorek Wealth Management has been providing financial planning solutions for professionals, business owners and executives considering retirement. We take the initiative to understand the latest issues, trends, and opportunities that may impact you. Get the advice you need to make informed financial decisions today!

Working together to achieve your goals

Utilize EPIC’s four keys to ensure your retirement years are a time your mind, body, and spirit thrive:

  1. 1. Engage
  2. 2. Purpose
  3. 3. Integration
  4. 4. Challenge

Trust in experience

Proudly serving Buffalo and our Western New York community for over 30 years, Ogorek Wealth Management has been providing financial planning and investment solutions to professionals, business owners and executives. Get the advice you need to make informed financial decisions today!