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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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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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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