A complete list of active advisors currently associated with Ouellette Wealth Advisory LLC

Warmer can help you find a great advisor at Ouellette Wealth Advisory LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ouellette Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Ouellette	Lexington, MA	32

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