Live the best possible life.

What’s YOUR long-term financial plan? Ogorek Wealth Management is here to help you to live the best life you can with the money you have.

Answer 3 simple questions:

1.) What’s your net worth?
2.) What’s your investment asset allocation?
3.) What’s your current cost of living?

Not sure? Don’t worry…

Enjoy EPIC Retirement.

Retire TO something ~ Not just FROM something.

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!

Retirement
Coaching

We believe you need two things to retire well – it’s all about purpose & money. You need a purpose to get up in the morning, and you also need enough money to sleep at night. Our Retirement Coaching service is designed to help you think about the issues associated with retirement, to ensure you have the best transition possible.

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 happy with your portfolio’s returns? Is your current advisor responsive to your needs? Is it time to work with a professional to help manage your investments? Call to schedule your no-obligation assessment today!

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

Whether you’re looking to develop a sustainable financial plan, protect what you’ve worked so hard to achieve, or to discuss the possibility of retiring today, talk to our financial advisors. We have decades of experience that can bring clarity and focus to the issues that concern you the most.

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!

Join WNY’s experienced financial advisors

If your passion lies in helping people achieve their financial goals, we’d love to hear from you. We’re always welcoming experienced financial planning and investment professionals looking for a new direction and new opportunity. Let’s start a conversation today!