Ouellette Wealth Management Group

Overview

Ouellette Wealth Management Group is the doing-business-as name of Ouellette Wealth Advisory, LLC, a Massachusetts limited liability company founded in 2017 and owned and operated by Thomas J. Ouellette. Ouellette Wealth Advisory reports that it is registered as an investment adviser with the U.S. Securities and Exchange Commission.¹

The firm describes its vision as serving as a multi-family office and trusted adviser to an exclusive group of client families. Its mission is to act as a family friend who helps clients make smart choices with their money, with customized programs designed to grow and conserve wealth through personalized service.²

History

Ouellette Wealth Advisory, LLC was founded in 2017.¹

Leadership

Thomas J. Ouellette is Senior Wealth Advisor. Cheri Richard serves as Director of First Impressions. Nicole Ouellette leads Operations and Compliance. Colin Ouellette is Financial Paraplanner and Operations Associate, and John “JT” Lynch is Financial Paraplanner and Operations Associate.³

Services

Ouellette provides investment advisory, retirement planning, college planning, insurance strategies, tax planning, estate planning, capital accumulation, and financial consulting.⁴

The firm’s Financial Roadmap Process begins with an introductory call, followed by values-based planning discussions and a worksheet connecting a client’s goals with their current financial position. Ouellette states that this process is available to individuals at no cost or obligation before they decide whether to become clients.⁵

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client Focus

The firm serves individuals, high-net-worth individuals, charitable organizations, trusts, and estates. It generally does not impose a minimum relationship size.¹

Approach

Ouellette provides customized portfolio management based on each client’s goals, risk tolerance, and financial situation. Portfolios may use diversified mutual funds and exchange-traded funds together with individual stocks and bonds when appropriate.¹

The firm reports a primarily long-term investment focus. It constructs, implements, and monitors portfolios so they remain aligned with each client’s objectives and circumstances.¹

Assets and Fees

As of December 31, 2025, Ouellette reports managing $274,418,783 in client assets, all on a non-discretionary basis.¹

The published investment advisory fee schedule ranges from 0.80% to 1.25%. Typical tiers are 1.25% for $0 to $999,999, 1.00% for $1,000,000 to $4,999,999, and 0.80% for $5,000,000 and over. Financial planning engagements are typically offered for fixed fees ranging from $500 to $5,000, while special consulting projects may be billed at up to $250 per hour.¹

FAQs

Related resources

• LocationMultifamily offices in Massachusetts

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• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and other estate planning topics. A family or business owner can use these materials to frame questions about coordinating estate plans, tax considerations, charitable giving, and trusts with an advisory relationship in Massachusetts.

• GuideMFO vs SFO vs virtual family office

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• GuideThe annual MFO review

  The annual MFO review provides a recurring reference for understanding the multi-family office market and the types of services firms may provide. Readers can use it to prepare more informed conversations about investment management, family governance, tax planning, insurance, retirement, and estate matters.

• Similar firmsBattery Global Advisors
  Daintree Advisors LLC
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  Profiles of Battery Global Advisors, Daintree Advisors LLC, and Diversified Financial Management offer additional points of comparison on this site. Reviewing their stated client types, services, and locations can help a Massachusetts family or business owner clarify which advisory capabilities and regional fit matter most.

Sources

1. Ouellette Wealth Advisory, LLC disclosure document
2. Ouellette Wealth Management Group About page
3. Ouellette Wealth Management Group Team page
4. Ouellette Wealth Management Services
5. Ouellette Financial Roadmap Process

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.