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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

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. 

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.
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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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