Ogorek Wealth Management

Looking For Help Handling Your Family's Finances?

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“Life is what happens when you’re busy making other plans.” – John Lennon

If your plans have suddenly changed due to the health concerns of yourself or a loved one, our firm has experience providing continuity during times of transition.  Our team of portfolio managers and planners will review your financial situation and make appropriate recommendations to ensure that your family continues to be well cared for.

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

Serving Clients In And Around Buffalo, New York And Remotely In:

U.S. – Arizona, California, Washington DC, Delaware, Florida, Hawaii, Illinois, Massachusetts, Maryland, Maine, Minnesota, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, and Washington.
Canada – Ontario