Ogorek Anthony Joseph /ny/ /adv
Ogorek Wealth Management, founded by Anthony J. Ogorek, is a registered investment advisory firm headquartered in Williamsville, NY. The firm is recognized as one of western New York's premier fee-only financial planning and investment advisory practices, serving retirees, business owners, physicians, young professionals, and families. It emphasizes individualized, coordinated financial planning, avoiding commission-based products to ensure alignment with clients’ best interests. Ogorek Wealth Management has been in the industry for more than two decades, focusing on comprehensive financial planning, investment management, and related services.
Investment Strategy
Ogorek Wealth Management employs a fee-only, client-centered approach focused on coordinated financial planning and personalized wealth management. The firm works collaboratively with clients to establish risk profiles, set retirement and financial goals, and implement investment strategies that prioritize low expenses and risk management. Services also include portfolio management, tax and estate planning, insurance review, and business succession planning. Ogorek’s investment philosophy centers on objectivity, transparency, and acting in the client’s best interests without conflicts from commission-based products.
Top Holdings
Equity Positions (608)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DJUL | DJUL | 9.52% | $30.8M | 693,828 | $36.25 | $44.42 | -$367.0K |
V VTI | VTI | 7.92% | $25.6M | 84,307 | $113.37 | $303.93 | +$2.4M |
B BINC | BINC | 7.03% | $22.8M | 430,686 | $52.35 | $52.84 | +$623.0K |
V VOO | VOO | 5.84% | $18.9M | 33,254 | $481.83 | $568.03 | -$951.0K |
V VXUS | VXUS | 4.59% | $14.8M | 214,949 | $69.07 | $69.09 | +$14.8M |