Broker Check

Focus on what matters most

At Ouellette Wealth Management Group, we understand that managing and preserving wealth across generations is a complex and nuanced endeavor. That's why we have built a comprehensive multi-family office that offers an array of specialized services tailored to meet the unique needs of affluent families. Our services are centered around providing you with a trusted partner who can effectively navigate the complexities of wealth management, allowing you to focus on what matters most: your family and your legacy.

Holistic Wealth Management

Our office takes a comprehensive approach to wealth management, encompassing investment management, financial planning, tax optimization, estate planning, philanthropic strategies, and more. We understand that your financial goals extend beyond mere investment returns, and we work closely with you to develop a personalized roadmap to achieve your objectives.

Expertise & Experience

Our team consists of highly skilled professionals to help you navigate the complexities of your finances. With years of experience serving affluent families, we have honed our knowledge and skills to deliver the highest level of service and guidance. You can trust that we will provide you with strategic insights and tailored solutions based on a deep understanding of your unique circumstances.

Family-Centric Approach

We recognize that family dynamics play a crucial role in wealth management. Our office places great emphasis on understanding your family's values, aspirations, and intergenerational dynamics. By taking a family-centric approach, we help foster open and constructive communication, ensuring that your wealth aligns with your family's vision and priorities, now and in the future.

Unbiased Advice

As an independent multi-family office, our loyalty is solely to you and your family. We do not have any proprietary investment products or affiliations that could compromise our objectivity. Our advice is unbiased and driven solely by your best interests. This commitment to independence allows us to provide objective recommendations and access to a wide range of investment opportunities and service providers.

Coordination & Consolidation

Managing the complexities of significant wealth often involves multiple advisors and service providers. Our office serves as a central hub, coordinating and consolidating various aspects of your financial affairs. From investment monitoring and reporting to administration and risk management, we streamline your financial life, providing a comprehensive overview that ensures efficiency, transparency, and seamless collaboration.

Privacy & Confidentiality

We understand the importance of privacy and confidentiality when it comes to managing substantial wealth. Our office operates with the utmost discretion, safeguarding your personal and financial information. You can trust that your privacy will be rigorously protected, allowing you to have peace of mind as you entrust us with your most sensitive matters.

Legacy Planning & Philanthropy

Preserving your family's legacy and making a positive impact in the world are integral components of what we do. We offer specialized expertise in legacy planning, helping you articulate your values, create a lasting philanthropic vision, and implement strategic charitable giving strategies. Whether you seek to host periodic family summits or support charitable causes, we provide the guidance and infrastructure to leave a meaningful legacy.

Dedicated to helping you and your family

At Ouellette Wealth Management Group, our multi-family office is dedicated to helping you and your family make smart choices with your money with confidence and clarity. We aim to be your trusted partner, providing tailored solutions, expert advice, and a comprehensive suite of services to protect and enhance your wealth for generations to come.

Meet Our Team