Ogorek Wealth Management, LLC
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About
Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, retirement plans, trusts, estates, charitable and non-profit organizations. Services routinely include portfolio construction using mutual funds and ETFs, occasional use of individual stocks and bonds, and reviews of insurance, tax and estate planning as part of an integrated plan.
The firm works with clients to document goals, risk tolerance and cash‑flow projections, producing written investment guidelines and multiple “what‑if’’ scenarios to inform long‑term planning decisions. Investment implementation is discretionary and may employ fundamental and technical analysis across long‑ and short‑term strategies, with ongoing account reviews and quarterly portfolio reports.
Ogorek is notable for managing roughly $559 million in client assets with a small advisory team, producing an unusually high level of assets per advisor compared with peers in its category. The firm combines that compact staffing model with an institutional custodial relationship and staff holding professional credentials (CFP®, CFA®), and generally requires a $500,000 relationship size while accommodating smaller clients via fixed retainer arrangements.
Client services
Expertise
Occupation focus
Fee options
Clients not meeting $500,000 minimum may engage under a fixed retainer agreement.
$0 - $1,000,000: 0.95% $1,000,001 - $4,000,000: 0.80% $4,000,001+: 0.65%
Account minimum: $500,000 Fee-only: Investment advisory fees paid quarterly in arrears based on average daily balance; financial planning and consulting services included with no additional charge.
Main office
Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132
Williamsville NY 14221-4842
Advisors at this office
2
Most active in
Florida · New York · Texas
Also doing business as
Ogorek Anthony Joseph · Ogorek Capital Management · Ogorek Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey V
CFP®, CFA®, Series 63
Williamsville, NY
Ogorek Wealth Management, LLC
Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.
Anthony O
CFP®
Williamsville, NY
Ogorek Wealth Management, LLC
Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.
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