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Thomas Ouellette, AIF, CFS, LUTCF, CRPC

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Ouellette Wealth Management Group Thomas Ouellette, AIF, CFS, LUTCF, CRPC
Lexington, MA

Serving Clients Nationwide

We are dedicated to helping you improve your long-term financial success.

14 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

781.861.0766

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Thomas Ouellette, AIF, CFS, LUTCF, CRPC

Thomas "Tom" Ouellette 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.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Certified Fund Specialist (CFS)
  • Chartered Retirement Planning Counselor (CRPC)
  • Life Underwriter Training Council Fellow (LUTCF)

Primary Location

35 Bedford Street, Suite 16, Lexington, MA 02420

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. It is our opinion that the only sustainable basis for a successful relationship is that of mutual trust. As such, the introductory call is intended for us to get to know one-another. It is through this call that we begin to understand what is important to you and how we can begin to help. We look forward to speaking with you.

Offers Investment Management

Yes

About Ouellette Wealth Management Group

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.

Education

College of the Holy Cross, Bachelor of Arts (B.A.), Economics, History, Philosophy | University of Oxford, History, Philosophy, English Literature

Hobbies and Interests

  • Family
  • Traveling
  • Volunteering

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
Of course a 5. With that being said I must admit that I really know very little about the investment world except as Tom has taught, to look at the long term backward and forward. I have lived my life always within my means except for my first mortgages. Let me explain. Years back I dabbled with $10k in the stock market using Merrill Lynch as my broker. I read the financial journals and even subscribed to the Value Line Investment Survey. All said and done two things happened. I discovered I was allowing my emotions (personal preference) to drive my thinking and then the unexpected, divorce, which involved liquidation. I never made any money at it but gained the knowledge I needed for when I first sat down with Tom who took my parents conservative outlook and showed me how he could help me to do the same.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Rob W
Rob W

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
I have been happy with my association with Ouellette Wealth Mgt Grp for many years. They have always been attentive, helpful and responsive.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Anonymous
Anonymous

Peace of Mind

✅ Wealthtender Certified Advisor Review™
May 9, 2025
Thank you so much for a your help and guidance in getting me to retirement in 2024. The peace of mind that you provide is priceless. I also sincerely appreciate all of the golf accessories and insights, too. I really enjoyed my retirement lunch at Seasons 52 and Debbie's beautiful retirement celebration.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Marie W
Marie W

Sound Financial Advice

✅ Wealthtender Certified Advisor Review™
May 9, 2025
Since my husband and I became clients of OWM 25-30 years ago, I believe we benefited by gaining knowledge and confidence in the concept of investment strategy and retirement planning early on. Understanding the long-term goals apart from just saving and budgeting prepared us for my husband to retire early. I am lined up to do the same as time is approaching, perhaps sooner than later. Having a strong, supportive, professional, and friendly team, led by Tom, who is always willing to share his knowledge and guidance, we easily grew a trusting relationship. With changes we encounter through life’s journey, both positive and difficult, our current and future financial status were never a worry or challenge. I credit OWM for our continued working relationship and guiding us toward our goals.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Steve Pam
Steve Pam

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
When my husband and I decided to seek help from a financial advisor, it was a natural choice to work with Ouellette Wealth Management Group since my friends were already clients. Tom has been an excellent fit for us because he is willing to ask questions and have conversations to better understand our personal view on money so that he can then devise actionable steps that work for our present and long term goals. Tom’s role in our financial planning has enhanced our overall financial health. An additional important benefit we get from working with the Ouellette Wealth Management Group is knowing that they have an exceptional team with a track record of success. Their expertise and dedication have given us a strong sense of security and confidence in our financial future allowing us to enjoy our retirement.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Rick Lou
Rick Lou

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
One of the biggest things that OWMG has helped me with was when my wife passed away. Tom helped me navigate the beneficiary paperwork by explaining what my options were & which one would be best suited for me. He did this with no monetary gain for himself. Tom is smart and honest. You can't find anyone better than him. He has created an individualized plan that works best for me. He has educated me on how to keep all my financial accounts safe from cyber threats. For example, how to log out of an account completely, how to place a credit freeze etc. The OWMG team has also helped me with navigate new software for my accounts. They are a fun group to work with - from the Thanksgiving Pie give away to the Half Time Dinner where we can meet other clients. I am not rich - but I have most of my money and will be able to pass that onto my children. 5 Stars
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Charles M
Charles M

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
5 stars. Excellent.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Norm G
Norm G

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
We’ve worked with OWMG for over a decade during which they’ve helped us successfully save for two college educations, maximizing retirement savings for independent contractors, and working towards and managing an early retirement. Everyone at the firm is professional, responsive and genuine.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Anonymous
Anonymous

Freedom

✅ Wealthtender Certified Advisor Review™
May 9, 2025
Through Tom's guidance, he has provided stability in our financial matters. He has taken the burden away from worrying about our finances while giving us the freedom to invest on our own and even guides us through our mistakes. The office is always available to answer questions in a timely manner. 5 stars
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Kris Sheila
Kris Sheila

Review

✅ Wealthtender Certified Advisor Review™
May 9, 2025
OWMG offers concierge professional financial services unlike the bigger firms. You deal with either Tom or someone in his staff who shares the same goal. Tom connects with his clients and makes you feel important to him. He is trustworthy, offers timely responses and is always ready to set up a zoom session to discuss your financial goals. His staff is also available to answers questions & help out. He has done a great for us and we have recommended him to our family and friends. 5 Star.
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Nancy Jean
Nancy Jean

Don't Worry About Money

✅ Wealthtender Certified Advisor Review™
May 9, 2025
My life is easier! I don't worry about money. I don't loose sleep when the market is volatile. We can do whatever you want - i.e. travel, help the kids, have fun! Can ask questions to anyone & get the answers. Getting used to the 'team@ouellettewealth.com' email address instead of addressing emails to a specific person. Client since 2004
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Joel JoAnn
Joel JoAnn

Peace of Mind

✅ Wealthtender Certified Advisor Review™
May 9, 2025
The greatest impact is probably the “peace of mind” we have by having our investments in place to fulfill our retirement plan. Some of the things that contribute to that peace of mind are as follows: We began with Ouellette Wealth (I think) about ten years ago in 2014. We were not retired at that time. We did retire in 2019. During this time, Ouellette Wealth has always taken the time to understand our unique situation and goals for retirement. There have been various circumstances during these past ten years in which Ouellette Wealth’s guidance and assistance has been invaluable. We have had in person meetings every year to review our specific progress toward our goals and make adjustments, if needed. We know we can call or send an email at any time to Ouellette Wealth to ask a question or get advice. Ouellette Wealth also communicates with all clients in several ways during the year, such as updates via Zoom in which current economic conditions are reviewed and often times we receive perspectives of past events in relation to these current economic conditions. In addition, copies of current informative economic articles (by Nick Murray) are emailed to clients periodically. These meetings and articles help provide “peace of mind” in reinforcing our goal focused investment philosophy. In other words – not trying to “time the market”. Also, during the year, there have been social events for all clients to participate in. This allows for meeting clients and provides an exchange of ideas. On a lighter note -- some of the other perks we have received over the years which impact our lives: A greater understanding of the New England Patriots and in particular Tom Brady. Various gifts received at events over the years and of course we can’t forget The Thanksgiving Pies. In summary, in our opinion, this is a Five star company! *****
Relationship to Financial Advisor: Client as of May 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Brian and Paula
Brian and Paula

Review

✅ Wealthtender Certified Advisor Review™
May 8, 2025
I have been a client of Tom's for over 20 years. I first met Tom when he had a seminar & felt a personal connection that we were not just another number. We felt we could trust him as he was friendly & easy to talk to. Even though we are middle class we knew we were being taken care of as Tom explained everything as we were going through the process. With his guidance & planning we were able to save and enjoy our retirement.
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Carole B
Carole B

Sleep at Night

✅ Wealthtender Certified Advisor Review™
May 8, 2025
I was one of Tom’s original clients and was very reluctant to turn over my financial affairs to his company. Over the years a trust has developed as we worked together and I have confidence that he has my best interest in mind. I feel that I can live comfortably in my later years. In addition I hope to leave a substantial estate for my children.
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: 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.
Avatar for Bob A.
Bob A.
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