Oujo Wealth Strategies

What Oujo Wealth Strategies does

Oujo Wealth Strategies is a privately held, independent registered investment advisory firm headquartered in Wall Township, New Jersey, founded by Jack Oujo (CPA) and now operating with Jason Gordon as Managing Partner. The firm delivers integrated wealth management across six service pillars — Generational Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management & Insurance, and Estate & Charitable Planning — with an in-house tax team that allows tax strategy to be coordinated alongside investment and estate advice rather than outsourced. Securities and advisory services are offered through affiliated platforms Cetera Wealth Services LLC (member FINRA/SIPC) and Cetera Investment Advisers LLC, providing the regulatory and custodial infrastructure, while Oujo Wealth Strategies itself is not a subsidiary of nor controlled by Cetera.

The firm serves individual households meeting stated asset thresholds of $500,000 and $1,000,000, spanning six primary personas: high-income earners, high-net-worth individuals and families, corporate executives, small business owners, active seniors, and widows. Client acquisition is relationship-led, driven by referrals, complimentary 15-minute introductory calls, community presence in New Jersey, content marketing (blog, quarterly client letters, free educational guides), and social channels. Revenue is generated primarily through recurring advisory fees on assets under management (with the Accounting Today "Top Wealth Magnet" recognition citing AUM over $500 million), supplemented by transaction-based brokerage revenue routed through Cetera and in-house tax preparation fees.

The team of approximately 17 identified professionals includes four wealth advisors (Jason Gordon, Anthony Sandomierski, Mike Rytelewski, Tom McDermott), a wealth management team, a dedicated tax team, a client services team, and business development staff. The firm has accumulated 25 consecutive years as an Avantax Top Producer, 9 consecutive years as #1 Avantax Advisor in America, Financial Times FT400 inclusion, NJ Monthly 5 Star Wealth Manager recognition for the past decade, and Accounting Today Top Wealth Magnet recognition. Geographic focus is New Jersey and the broader Northeast, with organic reach into retirement-destination states (Florida, Carolinas, Texas) as clients relocate.

Name

Oujo Wealth Strategies

Legal name

Oujo Wealth Strategies

Website

https://oujowealthstrategies.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Oujo Wealth Strategies is an independent, New Jersey-based RIA delivering integrated tax, investment, retirement, estate, and risk planning to high-net-worth individuals, executives, small business owners, and retirees with $500K+ in assets, operating through Cetera-affiliated brokerage and advisory infrastructure.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management services
• Retirement planning services
• Estate and tax planning

Headquarters

HQ city

New Jersey

HQ country

Trinidad & Tobago

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: The firm provides comprehensive financial planning services including investment management, retirement planning, tax planning, risk management, and estate planning. Revenue is generated through advisory fees, likely based on assets under management (AUM) given references to serving clients with $500,000+ and $1,000,000+ in assets.
2. Securities and Brokerage Services: Securities are offered through Cetera Wealth Services LLC, a registered broker-dealer and member of FINRA/SIPC. This suggests revenue is also generated through transaction-based brokerage services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Oujo Wealth Strategies is a New Jersey-based wealth management advisory firm offering integrated financial planning across six pillars: Generational Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management & Insurance, and Estate Planning & Charitable Planning. The firm delivers coordinated tax, investment, retirement, and estate strategies under one roof as licensed tax professionals, with securities offered through Cetera Wealth Services LLC and advisory services through Cetera Investment Advisers LLC.

Product overview

Oujo Wealth Strategies offers a unified, comprehensive wealth management platform built around six interconnected service pillars: Generational Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management & Insurance, and Estate Planning & Charitable Planning. As licensed tax professionals, the firm delivers integrated financial planning under one roof, coordinating strategies across all service areas rather than offering standalone products. The Smart Wealth Playbook educational guide supports client education. Services are delivered through a team-based approach with dedicated Wealth Advisors, a Wealth Management Team, a Tax Team, and a Client Services Team, all working collaboratively on each client engagement.

Differentiator

Problem solved

Functional benefit

Products and services

• Generational Financial Planning Strategic planning service focused on building multi-generational wealth by coordinating financial goals across parents, children, and grandchildren, including wealth transfer, education funding, family governance, and legacy planning for high-net-worth families.
• Retirement Planning Comprehensive retirement strategy development including income management, expense estimation, withdrawal strategies, and financial independence goal quantification tailored to individual retirement objectives.
• Investment Management Portfolio creation and oversight involving asset allocation, diversification, ongoing monitoring, and periodic rebalancing aligned with client financial goals, risk tolerance, and time horizon, with securities offered through Cetera Wealth Services LLC.
• Tax Planning Proactive tax strategy development including account taxation review, income/deduction timing optimization, Roth conversion analysis, and coordination with broader financial planning objectives, delivered by licensed tax professionals including CPAs with MST credentials.
• Risk Management & Insurance Financial exposure evaluation and mitigation strategy services including review of life, disability, long-term care, and liability insurance policies for alignment with family needs and financial objectives.
• Estate Planning & Charitable Planning Asset distribution strategy services considering personal wishes, family goals, and philanthropic interests, including wills, trusts, beneficiary designations, and charitable giving strategy coordination with legal and tax professionals.
• The Smart Wealth Playbook Educational guide for high-net-worth families containing proven wealth management strategies, available as a free educational resource through the firm's website.

Quantifiable outcome

• Conservative accounts up mid-single digits; Moderate accounts up low double-digits; Aggressive accounts up high double digits (2025 performance)
• +1 more outcomes

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Cetera Wealth Services LLCcoreTechnology or IntegrationSecurities offered through Cetera Wealth Services LLC, member FINRA/SIPC. This partnership provides the regulatory brokerage infrastructure, compliance oversight, and access to investment products and custodial services that enable the firm to offer securities and advisory services to clients.
• Cetera Investment Advisers LLCcoreTechnology or IntegrationAdvisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. This partnership provides the investment advisory platform and fiduciary infrastructure for the firm's wealth management and investment management services.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Wealth Enhancement Group: Mid-market independent RIA offering comprehensive wealth management with integrated tax and estate planning to HNW individuals. Comparable in AUM tier and integrated service model.
• Carson Group: Partnership-style RIA platform supporting independent advisors with back-office, investment, and planning resources. Comparable in serving independent advisors seeking scale infrastructure, though larger.
• Mariner Wealth Advisors: Large national RIA providing integrated wealth, tax, and estate advisory services to HNW clients. Comparable in full-service, tax-integrated offering though at significantly greater scale.
• Hightower Advisors: National partnership RIA with advisor-led service model and integrated wealth and tax planning. Comparable in independent advisor structure and HNW/mass-affluent focus.
• Creative Planning: Large independent RIA providing comprehensive wealth, tax, and estate planning. Comparable in tax-integrated, goals-based planning for HNW households, though considerably larger in AUM.
• Mercer Advisors: National RIA delivering integrated wealth management, tax planning, and estate services to HNW clients. Directly comparable integrated offering, with broader geographic footprint.
• Buckingham Strategic Wealth: Independent RIA focused on evidence-based investment management and comprehensive financial planning. Comparable service model for HNW individuals and families.
• Plante Moran Financial Advisors: Mid-market RIA affiliated with a large accounting firm, providing tax-integrated wealth management. Strongly comparable in combining CPA-led tax expertise with investment advisory for HNW clients.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and RIA platform that hosts Oujo's securities and advisory operations. Comparable as a broader incumbent in the same distribution ecosystem, though serving many independent firms.
• Edelman Financial Engines: Large national RIA with both advisor-led and digital channels serving HNW and mass-affluent clients. Comparable customer segments though vastly greater scale and technology integration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OujoWealthStrategies
• LinkedInlinkedin.com/company/jack-oujo-cpa-inc
• Xx.com/oujowealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oujo Wealth Strategies