Thomas Ouellette, AIF, CFS, LUTCF, CRPC
Trusted Advisor
Tom is the owner and founder of Ouellette Wealth Management Group, which has been located in Lexington for over 25 years. Tom is a Registered Principal and a financial advisor with Triad Advisors, LLC and serves as the Managing Principal and Chief Compliance Officer of Ouellette Wealth Advisory, LLC.
Tom earned his Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company. The AIF® designation is a professional certification demonstrating a focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence.
Tom earned his Certified Fund Specialist (CFS®) designation from the Institute of Business & Finance in California. The CFS® program is the oldest mutual fund designation in the financial services industry. The program provides proven tools for implementing an effective investment plan utilizing Modern Portfolio Theory, seeking to provide higher returns with lower risk.
Tom earned his LUTC Fellow designation from the Life Underwriting Training Council and American College in Pennsylvania. The LUTCF designation program offers education focusing on the skills and product knowledge necessary to offer advice in the areas of risk management and insurance, including long term care and life insurance.
Tom earned his Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in Colorado. The CRPC® program focuses on the pre- and post-retirement needs of individuals. As a graduate, Tom is qualified to guide his clients through the retirement process.
Tom attended Oxford University, England and is a cum laude graduate of the College of the Holy Cross in Worcester, Massachusetts.
Tom actively supports local community organizations such as Alternative House, The Ouimet Caddie Scholarship Fund, Lexington Historical Society, and Billerica Community Pantry, Dana Farber Cancer Institute, and American Cancer Society.
He lives in North Billerica, MA with his wife, Nicole, and their children Colin and Lauren. The Ouellettes enjoy quality time together as a family, and travel extensively throughout the United States and abroad.