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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. 

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
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Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Best-Performing Asset Classes

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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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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