Business Details
Your Trusted Partner for Financial Advisory Solutions
At Ogorek Wealth Management, we are dedicated to delivering personalized financial planning and investment management solutions tailored to each client's unique goals. As one of Western New York's premier Registered Investment Advisory (RIA) firms, we prioritize your best interests through a fee-only business model that eliminates conflicts of interest inherent in commission-based products. With decades of combined experience, our team of Certified Financial Planners and investment professionals provides coordinated strategies for long-term financial success. Our approach focuses on navigating both financial and non-financial challenges to maximize your resources throughout all life stages. Recognized nationally for our expertise, we have been featured in leading media outlets and provide guidance to retirees, business owners, physicians, and young professionals.Our fiduciary responsibility ensures every recommendation aligns with your vision of success, whether through retirement planning, tax optimization, or estate strategies. We measure our success by the confidence our clients gain in achieving their financial objectives. Our commitment to transparency and ethical standards has earned us the trust of families and professionals throughout the region. By combining technical expertise with personalized service, we help clients achieve both financial security and peace of mind. This philosophy has sustained our growth over decades while maintaining our core principle: acting in your best interest at all times.
Services
Portfolio Management
Cash Flow Analysis
Retirement Planning
Estate Tax Review
Business Succession Planning
Retirement Coaching
Philanthropic Gifting
Tax Strategy Analysis
Highlights and features
- We operate as a fee-only fiduciary to eliminate investment product conflicts of interest
- Our team includes Certified Financial Planners and Chartered Financial Analysts
- Decades of experience serving diverse client needs across life stages
- Personalized financial strategies tailored to your unique vision of success
- Nationally recognized expertise featured in major financial media outlets
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Portfolio Management
Our portfolio management service develops customized investment strategies aligned with your financial goals and risk tolerance. We implement evidence-based approaches while maintaining fiduciary responsibility. The team regularly reviews market performance and makes adjustments to optimize long-term growth potential while minimizing unnecessary risks for both individual and institutional investors.
Retirement Planning
We specialize in creating comprehensive retirement strategies that consider tax implications, income requirements, and legacy goals. Our approach addresses both financial and lifestyle considerations to ensure sustainable income throughout retirement. With expertise in retirement income analysis, we help clients transition confidently from wealth accumulation to distribution planning.
Estate Tax Review
Our estate planning analysis identifies tax-efficient strategies for wealth transfer to future generations. We collaborate with legal professionals to implement structures that minimize estate tax liabilities. This service provides clarity on succession planning while ensuring your assets are distributed according to your wishes through coordinated legal and financial strategies.
People
Anthony J. Ogorek
President & Founder
Certified Financial Planner with 30+ years of experience. Recognized nationally by Wall Street Journal and New York Times. Former NAPFA board director. Specializes in retirement planning and non-financial life transitions.
Alicia Cheney
Director of Operations
20+ years of leadership experience in finance and operations. Holds BS in Business Management from Canisius College. Focuses on retirement lifestyle planning and operational compliance for client satisfaction.
Jeffrey Viksjo
Portfolio Manager
Chartered Financial Analyst with 15+ years in investment management. Former stock analyst at Morningstar and Citigroup. Specializes in portfolio strategy and market analysis for clients' long-term financial goals.
Questions
What services does Ogorek Wealth Management offer?
We provide comprehensive financial planning including investment management, retirement strategies, tax analysis, estate planning, and business succession planning tailored to individual client needs.
What defines your fee-only advisory model?
Our fee-only structure means we charge transparent service fees without earning commissions, eliminating conflicts of interest and ensuring recommendations focus solely on client benefit.
Do you serve specific client demographics?
We specialize in serving retirees, business owners, physicians, and young professionals with customized strategies addressing financial challenges at different life stages.
How often do you review investment portfolios?
We conduct regular portfolio reviews and market analyses, adjusting strategies as needed based on market conditions and evolving client objectives throughout the investment cycle.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and professionals with decades of combined industry experience in financial advisory services.
How can I access my account information?
Clients access investment details and financial plans through our secure online portal, with dedicated support available via phone or scheduled appointments for personalized assistance.
