A complete list of active advisors currently associated with Ogorek Wealth Management, LLC

Warmer can help you find a great advisor at Ogorek Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ogorek Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.