Tracy  Sherwood

Tracy Sherwood

| CFP®

Ogorek Wealth Management, LLC

Fee-Only Financial Advisor serving the Buffalo and Williamsville, NY area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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Buffalo, NY

6400 Sheridan Drive
Suite 224
Williamsville, NY 14221

Tracy Sherwood is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Tracy Sherwood is a Financial Advisor with Ogorek Wealth Management LLC, and also serves on OWM’s Investment Policy Committee. Tracy works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented. Her knowledge and experience working with our clients over the past 17 years is a major asset to the firm.

Tracy is a Certified Financial Planner licensee. She 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 is a past Chair for the local council of the Upstate New York chapter of the Financial Planning Association.

Tracy is a member of NAPFA, the National Association of Personal Financial Advisors. NAPFA is the largest professional association of Fee-Only comprehensive financial advisors in the United States.