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

Your Restricted Stock Units (RSUs) Vested. Why Does It Feel Like You Still Owe Taxes?

Mike Rytelewski CFP®, CPA/PFS |
By Mike Rytelewski Wealth Advisor, CFP®, CPA/PFS Wealth Advisor The withholding gap, the W-2 confusion, and why April keeps surprising people who thought they were covered. It’s tax season. And this is one of the most common things we see. Your company withheld taxes when your RSUs vested. You watched the shares get sold to cover it. You figured you were covered. Then your CPA calls. You owe more. How is that possible? I already...

The Roth Conversion Playbook

Anthony Sandomierski CPA/PFS, CFP®, MST |
3 Educational Examples Showing How Roth Conversions May Help Families Save on Taxes By Anthony Sandomierski CPA/PFS, CFP®, MST Wealth Advisor Most investors understand that Roth IRAs grow tax-free. But very few understand how strategic Roth conversions may help households manage lifetime and generational taxes. For high-net-worth households, the opportunity may be meaningful. With the right planning, families can potentially: Potentially reduce future required minimum distributions (RMDs) Potentially increase tax-advantage growth Potentially improve after-tax legacy...
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...