Broker Check

Comprehensive Financial Services

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

Let's Talk
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. 

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.
Learn More
Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Learn More
Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
Learn More
Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn More
Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.
Learn More
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.
Learn More

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

Question?
We’re here to help

Thank you!
Oops!