Ogorek Wealth Management

Avoiding The Lawyer Tax

Learn more about how your loved ones can avoid high legal bills at the time of your passing.

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How Your Estate Can Avoid High Legal Bills

We have years of experience assisting executors as they navigate through the probate process. We believe that planning in advance can be a viable alternative to probate court. Probate can delay the distribution of your assets to loved ones, and burden your survivors with unnecessary expense and inconvenience.

How We Do It

Getting your financial life in order should not be an ordeal.

1. Return on Life

Are you getting the best life possible with the money you have?

2. Fee-Only Approach

No compensation from product sales.

3. Portfolio Evaluation

Determine the right risk/return balance for you.

4. Experience

Proudly serving WNY for over 30 years.

All your investments in one place

How would you like to have the ability to view all of your investment accounts, regardless of where they are, in one place? We have designed a custom portal which can be viewed on your smartphone, tablet, or desktop.

Planning. For Life.

6400 Sheridan Drive, Suite 224
Williamsville, NY 14221