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Products & Services

At Ouellette Wealth Management Group, we provide assistance in the following areas:

Retirement Planning - to design an investment strategy to help you towards your retirement goals

Mutual Funds - for diversification and professional management

Variable and Fixed Annuities - for tax-deferred growth potential

Long-Term Care - to ensure that you and your heirs are well-cared for

Investment Portfolio Analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

Managed Asset Plans - for professional fee-based portfolio management through Triad Advisors

College Planning - long-term planning to ensure you’re ready when your children are

Life Insurance - providing financial protection for your loved ones

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax planning, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.