OUR STORY
Exceeding expectations since 1993.
How does a former minor league umpire turned financial advisor build one of America’s top wealth advisory firms? By focusing on you! In 1993, Jack Oujo founded a company dedicated to the highest caliber of service. Since then, it’s achieved some pretty amazing milestones, including:
A growing team of financial experts dedicated to your needs
A nationwide roster of clients with a very high retention rate
The #1 Avantax Advisor ranking, for nine consecutive years
A lot has changed since 1993. But one thing hasn’t. At Oujo Wealth Strategies, we have a relentless focus on Trust, Integrity, and Service. In other words, we’re focused on you!
It’s not WHAT we do.
It’s HOW we do it.
We believe in delivering service beyond your highest expectations. It’s a lofty goal, and we achieve it by anticipating your evolving needs. Our wealth management experience and expertise add value at each step.
Our practice is built on a test comprehensive approach, focusing on key wealth management issues you’ll face in your financial life. We understand that no two clients are alike. So, we are committed to getting to know you well enough to anticipate each issue and address it proactively.
Our affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM provides us with:
- State-of-the-art, real-time technology
- Back office support systems
- Comprehensive research
- Unsurpassed due diligence
- An array of highly competitive, non-proprietary financial alternatives, securities and services
Click the play button on the video to learn more.
