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. No small thing: Listening and understanding your needs, wants and concerns, so that we may best serve you - and what's important to you.
Adopting a holistic approach, we understand that planning is not a product - it's a philosophy - and the core of our culture. Retirement planning process centers around the CFP Board's Financial Planning Practice Standards which is designed to serve our clients well through the years. Knowing that you have enough to retire is only half of the equation.
Adopting a holistic approach, we understand that planning is not a product - it's a philosophy - and the core of our culture. Retirement planning process centers around the CFP Board's Financial Planning Practice Standards which is designed to serve our clients well through the years. Knowing that you have enough to retire is only half of the equation.
Services
Our primary goal as an experienced 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.
Ogorek Wealth Management's Client Center portal makes it easy to stay up to date anytime, anywhere. Utilizing the most up to date technology, our secure digital vault provides a centralized repository for all your financial documents, keeping them safe and easily accessible to both you and your loved ones.
Ogorek Wealth Management is a fee-only registered investment advisory (RIA) firm in western New York. Headquartered in Amherst, New York, we've proudly served the Buffalo Niagara Region since 1987. While we manage nearly $400M for our clients, we believe that assets under management (AUM) are not the only measurement of either a firm's size or success.
Vanguards of the fee-only approach, Ogorek proudly pioneered this compensation model in Buffalo, New York and throughout WNY, mitigating conflicts of interest and protecting investment clients. Fee-only financial advisors - commonly referred to as "no commission" or "fee for service" advisors - ONLY receive compensation directly from you as a client, charging only for advice and/or ongoing portfolio management.
There is a reason doctors don't operate on their own family members, as having an emotional bond can wreak havoc during times of critical decision making. The same is true for finances where we are conditioned to avoid losses and often believe we are protected by selling an investment after it declines.
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