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Ogorek Wealth Management LLC

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Ogorek Wealth Management LLC

Mission statement:

We are an independently owned firm whose sole purpose is the success and security of our clients. As a fiduciary, we have pledged to act in your best interests at all times. Our web-based portfolio reporting software offers you a level of transparency that is uncommon in our industry. We make the effort to ensure that you understand financial concepts that are relevant to your life. Providing you with the opportunity to better understand your financial affairs has proven helpful in building trust over time. At Ogorek Wealth Management, we believe in a team approach to deliver you the expertise that each of our professionals has to offer. You will work with our experienced team of advisors and support staff, each of whom will help to deliver exceptional service. Let us help you identify solutions that you can understand, and provide you with the expertise and support to get you there.We are committed to the success and security of people.

Transparent leadership is the key to fostering a culture of trust between people and is the foundation of success. As a fee-only advisor, we have aligned our interests with yours. As a fiduciary, we have pledged to act in your best interests at all times.

We believe in a team approach to deliver the expertise and support that each of our professionals has to offer, to identify financial solutions that are relevant to your life, and that will help you to succeed.

Overview:

OUR VALUES

Continuous Improvement:

Innovative. Learning. Transformative. Knowledge.

Collaboration:

Mutual Respect. Effective Communication. Integrity. Fun.

Excellent Service:

Client-Focused. Responsive. Consistent.

History:

Our firm has helped high performing, driven professionals in the Western New York community over the past decade; including but not limited to business owners, entrepreneurs, and physicians, both working and retired. We work locally and remotely with you and your family as your lives evolve even as you move to other areas of the country. As a result, we have expanded our network and offer our services nationwide.

Many of our clients managed their own finances until they were faced with the press of time in their busy lives. Others have decided that they don't want to spend their retirement managing a portfolio. They recognized the time had come to partner with an advisor to help them navigate life's changes and challenges.

We also work with a number of clients that were looking for a second opinion, and then realized that our planning and investment philosophy aligned well with theirs. These clients recognized that by partnering with us, they could maximize their potential for achieving the greatest return on their lives possible.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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