Ouellette Wealth Advisory LLC

Ouellette Wealth Advisory provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm offers customized portfolio management, retirement account advice (including ERISA/IRA rollover guidance), and standalone financial planning and consulting.

Its investment process is long‑term and grounded in fundamental analysis; portfolios are constructed primarily with low‑cost, diversified mutual funds and ETFs, with individual stocks and bonds used when appropriate. All assets are managed on a non‑discretionary basis and the firm works with each client to establish investment policy guidelines, asset allocation and any reasonable restrictions on holdings.

The firm discloses the use of third‑party ratings and client testimonials in its advertising—practices that are uncommon among similar advisors—and reports managing about $274.4 million in client assets entirely on a non‑discretionary basis. It also discloses that its principal maintains broker‑dealer and insurance registrations and may implement commissionable insurance or brokerage transactions in a separate capacity, a potential conflict of interest described in the brochure.