Have I achieved Financial Independence?
You’ve spent years accumulating assets, but have you achieved Financial Independence? What legacy will you leave for your heirs? How can you retire confidently and live your life to the fullest? At Oujo Wealth Strategies, we will help you find the answers. We’ll help you quantify these goals in pursuit of Financial Independence.
Our Services:
Investment Management
Are your assets invested appropriately? What’s the right asset mix for you?
Risk Management
Do you have the proper protections in place?
Tax Planning
Is your tax strategy maximizing income and preserving wealth?
Estate Planning
What legacy will you leave for your heirs and loved ones in the most tax efficient manner?
The Oujo Difference
At Oujo Wealth Strategies, we solve your toughest problems. Our advisors create transparent plans that reduce uncertainty in your financial future. We strive to earn your ongoing trust by doing exactly what we say we will do. With transparency, accountability, and successful financial strategies, we build strong relationships that stand the test of time.
We answer your most pressing financial questions, including:
- Can I retire early?
- Is my portfolio invested consistently with my goals and objectives in life?
- Am I taking advantage of the most efficient tax savings strategies?
- Do I have proper protections in place?
- And many more.
Jack Oujo CPA/PFS, CFP®, CSA, MS (Taxation)
Founder
Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)
Wealth Advisor
Jason Gordon, CPA/PFS, CFP®, MS (Taxation)
Wealth Advisor
Marianne Brown, CPA
Tax and Accounting Service Specialist
