Our Core Beliefs

Integrity • Objectivity • Competence • Fairness • Confidentiality • Diligence • Professionalism

Clients First

Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable you to make informed financial decisions. We do not accept anything less from ourselves and this is what we will deliver to you. Continued professional education is a critical reason for our success; improving our technical expertise, financial knowledge and value to you.

Our Mission

Ogorek Wealth Management is wholly committed to protecting the financial success and security of you, your family and your goals.

Fostering a culture of trust, as an independent fee-only advisor, we’ve aligned our interests with yours. As your fiduciary, we’ve pledged to act in your best interests – at all times.

We believe in a collaborative team approach, leveraging the individual expertise, insight & support each of our professionals has to offer. Our innovative process identifies and develops specialized financial solutions ideally suited to your life, ensuring success in your objectives.

Our Values

FOCUS

An eye on the future. Ogorek Wealth Management’s team continuously develops and refines targeted financial strategies across the entire spectrum of our clients’ portfolio ~ working zealously to meet AND exceed your retirement & investment goals.

ACCOUNTABILITY

Clients first and foremost ~ 24/7/365! Transparent leadership stands as the foundation of our success, pledged to act only in your best interest. Every time. Every member of our dedicated team of professionals is available to meet your objectives, providing the finest in collaborative financial planning.

COMPASSION

No small thing: Listening and understanding your needs, wants and concerns, so that we may best serve you – and what’s important to you.

CONSISTENCY

Disciplined and faithful to the process – and to you – we engage industry best practices and a holistic approach to make educated decisions, expertly planning every element of your financial future.

EXCELLENCE

Our award-winning team of financial advisors tirelessly provides timely, insightful advice, bringing out the absolute best in your finances. We promise to deliver the pinnacle of service, support and innovative consultation WNY has come to expect from Ogorek for over 30 years.

INTEGRITY

Doing what’s right each and every day, we hold ourselves to high moral, legal & ethical standards. Our commitment to you: Our undivided attention, educated assessments & management, sound judgement, vigilance and honest disclosure.

Your Wealth Management Team

ANTHONY J. OGOREK | ED.D., CFP®

CHIEF INVESTMENT STRATEGIST

TRACY L. SHERWOOD | CFP®

SENIOR FINANCIAL ADVISOR

DENISE LIPKA

CLIENT SERVICES ASSOCIATE

ALICIA CHENEY

FINANCIAL OPERATIONS MANAGER

JEFFREY VISKJO | CFA

INVESTMENT ANALYST

JUSTIN CHATELLE

FINANCIAL ADVISOR ASSOCIATE

EVAN LAWRENCE-PLUMMER

Investment Analyst Associate