Comprehensive Financial Services
We are dedicated to helping you improve your long-term financial success.
Award Disclosures
Wealthtender awarded Thomas Ouellette, AIF, CFS, LUTCF, CRPC with its 2025 Voice of the Client Highly Rated Advisor Award on 07/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 07/01/25. Although Ouellette Wealth Management Group compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
What Do Our Clients Have to Say
Testimonials are representative of advisory services offered through Ouellette Wealth Advisory, LLC and not related to Private Client Services.
Ouellette Wealth Advisory LLC has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Why
Ouellette Wealth Management Group
Conserve Your Wealth
Customized Programs
Long-term Financial Success
High Touch Level of Personalized Service
Family Friend
Services
How Can We Help You?
Ouellette Wealth Management Group offers a wide variety of services all geared to help you with your financial goals.
Making Your Tax Bracket Work
The Utility of Sector Investing
Keeping Summer Safe: Pool and Spa Safety Tips
Gap Insurance for Leased Cars
Investment Challenges of the Affluent Investor
18 Years Worth of Days
Contact Details
Lexington Office
Hours
Monday to Friday: 8:00 AM to 5:00 PM
Summer Fridays: Close at 3:00 PM