Your Questions, Our Answers

Oujo Wealth Strategies helps you define your version of financial independence and design a clear path to guide you every step of the way toward it, with strategies built around your life, not just your money.

We help you answer your most pressing financial questions, including:

  Can I retire early?

  How do I know that I’ll have enough money for a long retirement?

  Is my portfolio invested consistently with my goals and objectives in life?

  How can I minimize taxes?

  Is my investment strategy aligned with my goals and risk tolerance?

Learn about Who we serve

Consulting meeting planning strategy

Award-winning track record*

● Avantax Top Producer — 25 consecutive years   ● #1 Avantax Advisor in America — 9 consecutive years   ● Financial Times FT400 list — Top 400 Advisors in the Nation   ● Asbury Park Press Reader’s Choice — “Best of the Best” for Accounting   ● NJ Monthly Magazine — 5 Star Wealth Manager* – Past Decade   ● Accounting Today — Top Wealth Magnet With AUM Over $500 Million

The OUJO Difference

  One-Stop Wealth Management: From tax strategy to investment management, insurance, and estate planning, everything we do is coordinated under one roof.

  Team-Based Planning: Every client receives the benefit of our full team’s collective insight.

  Long-Term Partnership: We’re not just here for today’s challenges—we build lasting relationships to support your evolving goals.

  Responsive and Accessible: Whether the markets shift or your priorities change, you’ll always know where to turn.

  Clear Communication: No jargon, no confusion. Just transparent guidance you can trust.

The Smart Wealth Playbook: Proven Strategies for High-Net-Worth Families

We believe wealth isn’t just about money—it’s about freedom, legacy, and peace of mind. Our job is to help you make informed decisions, minimize risk, and maximize opportunity—no matter what’s happening in the markets.

Meet the Team

Services

At Oujo Wealth Strategies, we don’t just talk about comprehensive planning—we deliver it.

From tax strategy to investment management, insurance, and estate planning, everything we do is coordinated under one roof. As licensed tax professionals, we’re equipped to provide expert guidance without sending you elsewhere. That means fewer handoffs, more synergy, and a financial plan that helps to consider every angle of your wealth.

Generational Financial Planning

Retirement Planning

Investment Management

Tax Planning

Risk Management & Insurance

Estate Planning & Charitable Planning

Learn More

Recent Insights

MARKET INSIGHTS OUJO WEALTH STRATEGIES Investing in Uncertain Times

Investing In Uncertain Times

Anthony Sandomierski |
Investing in Uncertain Times Periods of geopolitical tension and global conflict can create increased uncertainty for investors. News headlines can move markets quickly, and it’s natural to feel uneasy when volatility increases. And it’s also easy to think that current events are unprecedented. You might find yourself wondering, “Should I be doing something different right now?” History provides an important reminder: uncertainty has always been part of investing. While markets may react in the short...

Why a Brokerage Account Can Be a Smarter Investment Than Real Estate

Jason Gordon CPA/PFS, CFP®, MST |
By Jason Gordon CPA/PFS, CFP®, MST Wealth Advisor Many people see real estate as a natural way to build wealth, but investing through a brokerage account can offer meaningful advantages—especially when it comes to taxes, flexibility, and ease of management. Tax Efficiency: Keeping More of What You Earn Tax efficiency is one of the biggest differences. Rental income from real estate is generally taxed at ordinary income tax rates, which for high earners can mean...

OBBBA Considerations for 2025 Tax Returns

Marianne Brown CPA & Dan Koppell CPA |
7 Tax Filling Tips to Prepare for the OBBBA Changes This Tax Season By Marianne Brown CPA, Director of Tax and Accounting Services | Registered Representative & Dan Koppell CPA, Tax Associate With the passage of the OBBBA (One Big Beautiful Bill Act), this upcoming tax season will look different in several key areas. While many provisions create new planning opportunities, others introduce complexity that could impact your filing, estimated payments, and long-term tax strategy...