Ouellette Wealth Advisory Background & Overview Overview

General Information

Ouellette Wealth Advisory is a multi-family office headquartered in Lexington. The firm provides comprehensive wealth management, investment advisory, and succession planning services to families and individuals seeking to preserve and grow their assets across generations. With a focus on tailored strategies and long-term relationships, Ouellette Wealth Advisory works closely with clients to address complex financial needs—supports clients with integrated solutions across investment, estate, and philanthropic planning.