Tracy L. Sherwood, CFP®

About Me

About My Firm

Financial Advisor

Certified Financial Planner™

Tracy Sherwood is a Financial Advisor with Ogorek Wealth Management LLC. She works closely with clients on financial planning issues. Besides meeting regularly with clients, Tracy prepares our financial plans as well as oversees the implementation of client recommendations. She also serves on OWM's Investment Policy Committee.

Tracy Sherwood earned her B.S. in Business Administration with a concentration in Finance from SUNY Brockport and is a graduate of the College for Financial Planning.

Tracy Sherwood served as the 2004 Chair for the local council of the Upstate New York chapter of the Financial Planning Association.

Buffalo NY financial advisor serving Williamsville, NY 14221 and all surrounding areas.

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Tax Planning, Tax Preparation, Charitable Gifting, Insurance, Estate Planning, Education Planning, Asset Management

You have worked hard to achieve success. Do you have a financial advisor who is working just as hard to help you manage the responsibilities that accompany your success?

As a fee-only privately owned advisory firm, our loyalty is exclusively to our clients. The key to our approach has been the ability to address our clients' immediate financial concerns, while taking the time to help them explore the possibilities for a more fulfilling life.

We invite you to call us to learn more about how our approach to financial planning, retirement planning, and investment management can help you find your unique balance in life. To get started, call our Director of Client Services, Patricia Estill, at 716.626.5000.

You are the client, not your money. This distinction lies at the heart of how we view the relationship we enjoy with our clients. From the very beginning, we have wanted to be more than just a money manager - we have aspired to make a difference in each of our clients' lives by helping them find their unique balance in life.

The success to our approach has been the ability to deal with financial necessities, while also helping clients explore the possibilities for a more fulfilling life. Today it is increasingly difficult for consumers to obtain objective advice. We feel our fee-only model substantially reduces conflicts that can impede the building of trust. This is imperative to the success of any long-term relationship.

To foster our culture of excellence and innovation we have incorporated the industry's best practices into our business. We hope that our culture, philosophy and attention to detail are what you have been looking for.

Going forward we are dedicated to continuing that spirit of excellence and innovation. We strive to exceed client expectations, providing you with the best service that we can while helping you find your unique balance in life.