What It’s Like to Work with Oujo Wealth Strategies
We know that choosing a financial services firm is a big decision. That’s why we make the process as transparent and welcoming as possible—centered around your needs and goals, not ours.
A Team Approach From Day One
From your first conversation with us, you’ll be connected with a team. That means better communication, broader perspective, and a more responsive client experience.
Your Oujo Wealth Team
Our Process
1. Introductory Call or Meeting
A chance to get to know each other, discuss your goals, and answer your questions.
2. Discovery & Evaluation
We gather key information and start evaluating your current financial picture.
3. Collaborative Planning
Our team works together to build a tailored financial strategy aligned with your values and vision.
4. Implementation
We put your plan into action—staying organized and keeping you informed every step of the way.
5. Ongoing Partnership
We meet regularly to review your progress, adjust your strategy, and keep you on track.
Anthony Sandomierski
CPA/PFS, CFP®, MS (Taxation)
Wealth Advisor
Jason Gordon
CPA/PFS, CFP®, MS (Taxation)
Wealth Advisor
