Ogorek Wealth Management
Contact Information |
| Web Site: www.ogorek.com |
| Location: Amherst, New York |
| Contact: Anthony Ogorek, CFP |
| Phone: 716-626-5000 |
| Email: patricia.estill@ogorek.com |
Professional Profile |
 Anthony J. Ogorek, Ed.D., CFP®NAPFA - Registered Financial Advisor Operating Manager Anthony J. Ogorek is Founder and Operating Manager of Ogorek Wealth Management LLC located in Buffalo, NY. Mr. Ogorek has been a Certified Financial Planner licensee and Registered Investment Advisor in Buffalo, New York since 1983. He holds a Master of Arts and a Doctor of Education degree from SUNY Buffalo. Mr. Ogorek’s firm, Ogorek Wealth Management LLC provides coordinated wealth management services including the creation and implementation of custom-designed investment portfolios as well as goals-based financial plans. The success to the approach has been the ability to deal with financial necessities, while also helping clients explore the possibilities for a more fulfilling life. Today it is increasingly difficult for consumers to obtain objective advice. The fee-only model allows OWM to have a fiduciary relationship with clients and substantially reduce conflicts that can impede the building of trust. This is imperative to the success of any long-term relationship. Mr. Ogorek is a member of NAPFA, the National Association of Personal Financial Advisors, and is currently serving a three year term on the NAPFA National Board of Directors. NAPFA is the largest professional association of Fee-Only comprehensive financial advisors in the United States. Worth Magazine has cited Mr. Ogorek as one of the 250 Best Financial Advisors in the U.S. He has been chosen as one of Mutual Funds Magazine's 100 Top Financial Planners as well as appearing on Medical Economics Magazine's list of 150 Best Advisers for Doctors. Mr. Ogorek has been published in Barron's, The New York Times, Mutual Fund News and The Buffalo News. He has been quoted in numerous publications including The Wall Street Journal, USA Today, Money Magazine, and Investor's Business Daily. He has appeared as a guest commentator on PBS' Nightly Business Report and CNBC's Mutual Fund Investor and The Money Club. He was financial analyst for National Public Radio's Buffalo, NY affiliate, WBFO-FM 88.7, for 10 years. Ogorek Wealth Management LLC is dedicated to continuing a spirit of excellence and innovation. OWM strives to exceed client expectations, providing timely service while helping clients find their unique balance in life.   Tracy L. Sherwood, CFP®Financial Advisor Tracy L. Sherwood is a Financial Advisor with Ogorek Wealth Management LLC, a fee-only privately owned advisory firm. Besides meeting regularly with clients, Ms. Sherwood prepares financial plans as well as oversees the implementation of client recommendations. She works closely with clients on financial, retirement and estate planning issues. Ms. Sherwood joined Ogorek Wealth Management LLC in August 1994 and is a Certified Financial Planner licensee. She earned her B.S. in Business Administration with a concentration in Finance from SUNY Brockport and is a graduate of the College for Financial Planning. Tracy served as the 2004 Chair for the local council of the Upstate New York chapter of the Financial Planning Association. To learn more about Ogorek Wealth Management LLC please visit our website. |
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