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Comprehensive Financial Services

We are dedicated to helping you improve your long-term financial success.

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Award Disclosures

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

Our Process
Our History
Our Values
Our Resources
Our Process
Our History
Our Values

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

Conserve Your Wealth

Customized Programs

Customized Programs

Long-term Financial Success

Long-term Financial Success

High Touch Level of Personalized Service

High Touch Level of Personalized Service

Family Friend

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. 

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
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An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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What's New for Social Security?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Rent vs Buy Calculator

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.
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The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
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Contact Details

Lexington Office

Office

35 Bedford Street
Suite 16
Lexington, MA 02420

Hours

Monday to Friday: 8:00 AM to 5:00 PM
Summer Fridays: Close at 3:00 PM

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