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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.

33 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

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

View Disclosure

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.

Sound Financial Advice

✅ Wealthtender Certified Advisor Review™
May 12, 2025
During the more than 25 years I've been a client of OWMG, Tom Ouellette and his team have provided reliable, customized, sound financial advice and personalized services at every juncture along my life's journey. My late husband and I were among the first wave of clients when Tom established OWMG. Although we were more than a generation older than Tom when we met, he was better educated and wiser in matters of retirement planning. At the outset of our working together, he helped us focus on setting goals and defining our risk tolerance; and he designed an investment portfolio accordingly. Tom continues as both advisor and confidante, a relationship that has resulted in financial security for our retirement years. What's more, the guidance that Tom and his team provided after the sudden death of my husband six years ago helped me immensely through that transition. In my experience, the OWMG team delivers a very high level of service with grace, clarity, and professionalism which I have appreciated more with every passing year.
Relationship to Financial Advisor: Client as of May 12, 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 Patricia B
Patricia B

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
OWMG has helped to educate us in financial matters by talking things out that we have never thought of before. They helped our family get through 2 deaths within our family by listening to our needs and making suggestions on what would be best for our family. As a favor to my dad who was a client, Tom took the time to review my 401K & recommended what funds I should choose even though I wasn't a client at the time. He also recommended what credit card I might want to apply for that would give me the best rewards. We have experienced great response times when asking questions or requests via email or phone. In the process of doing our financial roadmap we were able to set 'our goals' allowing us to be in a better position to be prepared for any unforeseen challenges/events.
Relationship to Financial Advisor: Client as of May 12, 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 Tim and Katie
Tim and Katie

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Tom has given us financial advise for over twenty years. His guidance helped us with balanced portfolios and investments well into our retirement years. 5 thumbs up for Tom and his excellent team.
Relationship to Financial Advisor: Client as of May 12, 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 Kris
Steve Kris

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Tom gives great advice & explains the process. Individualized our plan & makes adjustments as needed. They have an excellent staff and are very responsive with questions. Tom is proactive on reviewing and recommending changes for the betterment of the client. 5 Star rating.
Relationship to Financial Advisor: Client as of May 12, 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 Mike Mary Alice
Mike Mary Alice

Peace of Mind

✅ Wealthtender Certified Advisor Review™
May 12, 2025
We have been clients for over 20 years and have had a positive experience. The interaction with the staff has always been professional with exceptional service. Timely responses to market conditions or questions we find invaluable. Tom is always well prepared, by researching what is best for 'Our' situaon. Tom will make suggesons to improve 'Our' plan. The office builds Trust to build Relaonships. They are there in emergencies if you need to change your plan. They have provided us with 'Peace of Mind'. 5 Stars
Relationship to Financial Advisor: Client as of May 12, 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 John Peggy
John Peggy

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
I was reluctant to come to a financial advisor, but my husband saw the big picture & suggested we go, and I will be forever grateful that we did. I have been a client for 20 years and have found the service & people to be helpful and friendly. I feel they always have my back. A 5 Star rang is not high enough.
Relationship to Financial Advisor: Client as of May 12, 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 Barbara K
Barbara K

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Tom is more than a Financial Advisor. He knows your situation & you know who you are talking to. The staff is also knowledgeable and works well as a group. Having been working with Tom for several years & I am more confident in my financial business. I appreciate the help from the office of getting my financial affairs in order. Overall I feel that I have a team working for me not just 1 individual. 5 Star Rang.
Relationship to Financial Advisor: Client as of May 12, 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 Barbara K
Barbara K

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
My family and I have been clients of Ouellette Wealth management for over 20 years. Through the course of our time with Tom and his associates, we have experienced many life changes to our family. And, through it all, Tom has been extremely helpful, supportive, and, successful in our investments. I have the utmost confidence in his ability to offer security to our future. Tom’s office associates, Debbie, Cheri, & Paul are also extremely helpful, and great to work with. They have always been available and accessible, to answer questions, offer suggestions, and discuss any issues. I would highly recommend Ouellette Wealth Management to anyone seeking a competent, reliable, and successful financial group for their investments.
Relationship to Financial Advisor: Client as of May 12, 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 Judy R
Judy R

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
I have been with OWM since 2009. Tom has provided expert advice and guidance for these many years. The Team is easy to reach and provides answers to my questions in a timely fashion. I am very satisfied with OWM and have recommended them to friends. I would give them 5 Stars.
Relationship to Financial Advisor: Client as of May 12, 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 Sandy S
Sandy S

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Tom was a fairly recent college graduate when my husband and I signed up for his buckets and pie charts in 1998, Tom helped us identify financial objectives, and said he was putting us in the same accounts that was using for his own parents. That gave us a very comfortable feeling. As life moved along, we were in a position to retire early, and follow our dream. We got on our sailboat, and sailed far and wide. Tom is my hero. I’m now a widow and have been enjoying a comfortable retirement for the past 23 years. Cheers Tom!!
Relationship to Financial Advisor: Client as of May 12, 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 JoAnn W
JoAnn W

Our Journey with Tom

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Our Journey with Tom. It was over two decades ago when we met Tom for the first time. Actually it was my spouse, who went to one of Tom’s seminars by herself and told me about his practice. As an engineer by training, I was not convinced that Tom could provide what he said and told my wife that we needed to be more cautious about our hard earned money. A few weeks later, Tom offered to meet with us to address our concerns. At the meeting, he clearly explained his philosophy and approaches in helping his clients manage their money, and took time to answer our questions. Impressed by his financial knowledge, passionate enthusiasm and heartfelt sincerity, mu wife and I soon became one of his clients on Nov. 24, 2004. For almost a decade since then, Tom always made himself available for us to meet with him in his office whenever there’s a transition in our family finance and some adjustments were needed. Often and again, he would take time to understand our financial goal in the long run and advise us not to be easily swayed by any seemingly attractive winds in the financial market. As we began to prepare for our retirement, he helped us timely with great proficiency and efficiency to determine the options for our pensions. About a year after we retired and moved to San Francisco to be close to our grandchildren, Tom made an effort to visit us to see how we the uprooted trees settled in the city, after taking root in Lexington for over 37 years. It was a short yet very sweet visit and we’re very happy to have the chance to introduce to him a couple of friends visiting from Boston, who later also became Tom’s clients. As retirees no more holding any key positions in a company or a church, my wife and I feel more comfortable recommending Tom to our friends seeking financial advices. We are very happy and relieved to know that those who’ve decided to stay with Tom are very pleased with his advice and turned around recommending others to Tom as well. May Tom and his great OWMG team continue to be as trustworthy and helpful to the clients as the day when he just started his journey.
Relationship to Financial Advisor: Client as of May 12, 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

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Trust, Dependability, Standing up for his clients, Caring, Office staff - Amazing -Feels like Family, Community. His advice was always well thought out and appreciated. During the recession many of our friends pulled money out and lost money during the depression. We took Tom's advice as did my mother and waited it out and did not incur the large losses as did some of our friends. Judi and I appreciate the fact that we can call the office whenever we have a question. One time Tom was out of town and he still returned our call. No question was ever left unanswered. The office staff he hires are outstanding! They are the people who greet us at the door and welcome us just as you would do in your own home when a guest arrives. They make you feel at home offered hot and cold refreshments. They are interested in us and our families and we feel right at home when we enter the office door. They are also the people who get our questions when we call on the phone. They are extremely courteous and often can answer our questions themselves. If not, they make sure that we get a call back from Tom or another staff member.
Relationship to Financial Advisor: Client as of May 12, 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 Judi Diana
Judi Diana

You guys just make my life better!

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Our relationship has been mutual beneficial ever since my sister told me about you all. Until then I was limping along with Fidelity. I love the services you provide such as managing my 401k and preserving my allowance. You guys just make my life better!
Relationship to Financial Advisor: Client as of May 12, 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 PN
PN

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
You are very happy to have chosen Tom to be your financial advisor. The staff has always been polite and happy to help. Debbie has always been wonderful to work with. 5 Star Rating
Relationship to Financial Advisor: Client as of May 12, 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 Emily O
Emily O

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
Having been a client for over 25 years, Tom always explains why he is recommending a new investment or making a change to our existing investments. He has a good rapport with his clients and is very supportive. He is positive, smart & very trustworthy and his rates are reasonable. He provides us with timely information when there are any big changes in the market by either sending us an email or video message. He assisted us when we were making a permanent move across the country in helping us get our financial matters in place. Having a multi-generational office has also helped us to keep our heirs in the loop of our finances (with our permission) since they too have a relationship with Tom. 5 stars
Relationship to Financial Advisor: Client as of May 12, 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 John Judi
John Judi

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
No doubt, 5 stars. I've been with Ouellette Wealth since the beginning and couldn't be happier with the results of my retirement investments.
Relationship to Financial Advisor: Client as of May 12, 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 Jack Kris
Jack Kris

How has OWMG impacted our life?

✅ Wealthtender Certified Advisor Review™
May 12, 2025
How has OWMG impacted our life? Being a client of OWMG, first of all, has felt like being a member of a special family. We have always felt like we are being taken care of and our best interest has been a top priority of the entire team. OWMG’s services go beyond financial advice. When our mom passed away in 2013, I remember how the angst of “what do we do next” and “how do we handle the financial side of her business” and “what are all the things we have no idea we have to do” was just taken care of without question. That took so much pressure and stress from an extremely difficult situation. We felt cared for - just like a valued family member. One of Tom’s most memorable comments talks about “how will we sleep at night”. Working with ALL the professionals at OWMG has certainly made our quality of sleep exponentially better! Just knowing that I can pick up the phone at any time for almost any reason and get a friendly knowledgeable person who is more than willing to help in any way they can is PRICELESS. We trust OWMG, always have and always will. Back in the beginning the team was a lot smaller and your presence, Debbie, was always warm and welcoming and an important part of the OWMG. Your willingness to help with anything asked, without exception, was so important and comforting. Although we will miss you, Debbie, we know we will be good hands with the exceptional caliber of team that Tom continues to build at OWMG.
Relationship to Financial Advisor: Client as of May 12, 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 Mike Patty
Mike Patty

Review

✅ Wealthtender Certified Advisor Review™
May 12, 2025
I have been a client for just about a year. During that time I have had several interactions with management and the staff. All were favorably resolved in an efficient and responsive way.
Relationship to Financial Advisor: Client as of May 12, 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 12, 2025
It has been great to have Tom, as a man of integrity, oversee our investments. Has given us peace of mind to know that he is managing our investments well and given us advice over the years as needed. We believe we are in a stronger position financially with Tom than we would have been had we continued just investing on our own.
Relationship to Financial Advisor: Client as of May 12, 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 Lloyd
Lloyd

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 job 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.