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. 

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.
Learn More
Helpful Retirement Strategies for Women

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.
Learn More
Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
Learn More
Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
Learn More
Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
Learn More
Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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!