Why Oujo Wealth Strategies?

For 27 years, we have been recognized as one of America’s top advisory firms. The reason is simple: we’re in it for you!

We’re “people people.”

In every area of our lives, we build relationships of trust and respect. Working with you is no different. We are friends, advisors and financial coaches rolled into one. You can expect thoughtful, personal, friendly service in a family-like environment. 

We are good listeners.

We develop a deep understanding of who you are, where you’re going and where you’d like to be. We get to know your vision, values and highest goals so we can help you get the most out of life.

We help secure your future through holistic planning.

In financial markets, the only constant is change. We tailor an investment strategy to meet your needs — regardless of market trends. With detailed, conscientious planning, we help secure your financial future so you can focus on the things that matter most. 

We are natural coaches and communicators.

Why do professional athletes have coaches?  The reason is they help fill in the missing gaps.  As your advisors, we’re here to coach you through whatever life throws your way. Career change. A sudden death in the family. Divorce. We’ll be there with thoughtful advice to help you navigate life’s twists and turns. 

Let’s Meet.

In a quick meeting, we can get to know your goals and ambitions so we can custom make a comprehensive financial plan for you. 

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Get business, investment and tax planning.

All under one roof!