Investment Management
Do I Have The Right Investment
Strategy In Place?
Financial Planning 101 is marrying your money to your goals and objectives in life. At Oujo Wealth Strategies, our in-house advisors manage and monitor your investments and adjust your portfolio proactively in a tax-efficient manner. We regularly evaluate your portfolio to make sure it stays in line with your goals and objectives in life. Keeping our clients informed with timely market updates is also key to building a long-term relationship.
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Safe, Secure Access with the eMoney Portal
The Avantax eMoney client portal gives you on-demand access to monitor financial activity, access account information and much more. Review up-to-date investment plans and safely store documents with this secure online portal.
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All under one roof!
