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.
Conserve Your Wealth
Customized Programs
Long-term Financial Success
High Touch Level of Personalized Service
Family Friend
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Learn More
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Learn More
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Learn More
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Learn More