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.
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Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Here's a breakdown of how the federal government spends your tax money.
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Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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