Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Most women don't shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. It's never a bad time to speak with your financial professional about changes in your situation.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. It's never a bad time to speak with your financial professional about changes in your situation.
Services
At Ouellette Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Mr. Ouellette is the owner and founder of Ouellette Wealth Management Group, which has been located in Lexington for over a decade. Paul first joined OWMG as an intern in 2015, and worked for two Summers while attending College of the Holy Cross.
Ouellette Wealth Management Group is a comprehensive financial services firm dedicated to helping you improve your long-term financial success. Our customized programs are designed to manage, and conserve your wealth by aiming to deliver a high touch level of personalized service. We encourage you to explore our site and learn more about the services we provide.
Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax planning, estate planning or capital accumulation, needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you work towards those results with an in-depth evaluation of your financial profile.
Headquartered in Atlanta, Georgia, Triad is a broker/dealer, SEC Registered Investment Advisor and Insurance Agency. Triad was founded in 1998 by three principals with more than 90 years of combined experience in the securities industry. Over the past five years, Triad has enjoyed an average growth rate of 32% in gross revenue and an average growth in fee revenue of 40%.
The only sustainable basis for a successful advisor/client relationship is perfect mutual trust. I propose to earn your trust by telling you the pure, undiluted truth-as I'm given light to see the truth-all the time. The only rational medium for an advisory relationship worthy of the name-and the only basis for an investment portfolio-is a plan.
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