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

Retirement Is About More Than Money: How to Squeeze All the Juice Out of Retirement

Mike Rytelewski CFP®, CPA/PFS |
When I sit down with someone approaching retirement, we usually spend a good amount of time discussing the financial side of things. How much have you saved? When should you begin Social Security? How much income will you need? Will your money last? These are all important questions, and answering them is a big part of what we do as financial planners. But there's another question I've been bringing into conversations lately: You've spent your...

Preparing the Next Generation: When and How to Involve Your Children in Your Estate Plan

Jason Gordon CPA/PFS, CFP®, MST |
You may have spent decades building wealth to provide security and opportunity for your children. But have you prepared them for the responsibility of managing that wealth? For many families, estate planning focuses on wills, trusts, taxes, and deciding who receives what. Just as important, however, is preparing the next generation for the financial and emotional responsibilities that may come with an inheritance. The question isn't simply what your children will inherit. It's whether they'll...

The $40 Trillion Question

Murat Sensoy, CFA |
The $40 Trillion Questi on As of early October, America's national debt has exceeded $40 trillion. To put that in perspective, the gross federal debt* was roughly half the size of the U.S. economy at the start of this century. Today, federal debt held by the public** stands at 101% of GDP, and the Congressional Budget Office (CBO) projects it will climb to 120% of GDP by 2036, surpassing any level in American history, including...

Client Testimonials

"I highly recommend Anthony as a financial advisor. He is knowledgeable, trustworthy, and genuinely cares about his clients’ financial well-being. He takes the time to explain options clearly, answers every question with patience, and always makes me feel confident in the decisions we’re making. His professionalism, integrity, and personal attention have made him an invaluable advisor, and I truly appreciate his guidance and support." 
-Tami Cupri

This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional

"For more than 20 years, Oujo Wealth Strategies has been by our side, helping us navigate both life's opportunities and some very challenging times. Their guidance, professionalism, and genuine care have give us confidence as we've planned for our financial future. We have had the pleasure of working closely with Anthony, Marianne, and Ray, whose knowledge and personal attention have always made us feel like more than just clients. We also know there are many dedicated people working behind the scenes who make this exceptional team what it is. We are truly grateful for everything Oujo Wealth Strategies has done for us and would highly recommend them to anyone looking for trusted financial advisors who genuinely care about helping secure their clients' financial future."
 -Julie & Doug Vanderbilt

This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional

"My name is Irv Kotkin. My bride and I were looking for a financial planning firm about 35 years ago. My wife, Audrey, worked for a school system as a LDTC. She tested handicapped children and I was an administrator in a high school. We had three young children, and we were looking to put money away for our future retirement, as well as providing for our children and future grandchildren. We interviewed between four and six companies and found Jack Oujo. 
He and his team not only made it possible for us to retire with monetary security, but our children and grandchildren to enjoy their years at college. Audrey and I found a company that not only invested our money wisely but had wisdom, love, and compassion. This has continued after Jack’s retirement, when the business transitioned to Jason and Anthony. 
The test of a quality company is not only when things are going well, but when catastrophes happen. Last year our family was devasted when my bride passed away suddenly. Not only did they come to the funeral and to our home, but every week someone from their firm called to check in. The OWS team helped with filling out and signing all the legal paperwork that followed, instead of pushing us to a lawyer. 
The Entire team made a very difficult situation manageable with warmth and love. Jason and his team went above and beyond my expectations – the entire company put our interests above everything else. 
When you work with Oujo Wealth Strategies, you work with a team that cares not only about your money, but you and your family. They have all become part of our family."
-Irv Kotkin

This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional