Ogorek Wealth Management

Ogorek Wealth Management

Anthony J. Ogorek launched the firm in 2001 in Williamsville, New York, explicitly positioning it as a no-fee advisory practice. The wealth manager serves individuals, business entities, and other organizations, with a stated emphasis on coordinated financial planning, income tax planning, and portfolio management. The founding partnership reinforces a practitioner-academic ethos: Ogorek holds an Ed.D. and is a CFP, working alongside partners Alicia Cheney and Jeffrey Viksjo, the latter also holding the CFA and CFP designations. Ogorek structures its service around being a client's 'principal advisor,' integrating investment advisory with tax and estate planning. The firm's public materials stress custom, long-term strategies rather than specific asset-class mandates or disclosed portfolio holdings. Without published AUM or deployment figures, the operating model leans toward bespoke, goals-based wealth management for a concentrated client base. Geographic focus remains rooted in Western New York, with no evidence of additional offices or a direct investment platform. The team lists three named partners on its website, a lean structure typical of a boutique multi-family office. There is no disclosed track record of fund commitments, co-investments, or club-deal participation. No adjacent vehicles—such as a philanthropic foundation or real-asset arm—appear in publicly available materials. Recent activity is undetectable from current public disclosures. Ogorek's structural distinction lies in its fee model and first-call posture. By offering no-fee financial planning, the firm separates the planning relationship from assets-under-management incentives, a rare alignment in the registered investment advisor space. The three-partner structure suggests integrated decision-making without a separate investment committee layer, keeping succession and client continuity tied directly to the individuals named on the door.