Ouellette Wealth Advisory LLC

Paul Garozzo is a CFP® professional affiliated with Ouellette Wealth Advisory LLC in Lexington, MA. He has five years of prior experience at BNY Mellon Wealth Management and other financial firms before joining Ouellette Wealth Advisory in 2023. Ouellette Wealth Advisory serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering non-discretionary portfolio management and written financial planning. The firm employs a long-term, fundamentals-based investment approach using diversified low-cost mutual funds, ETFs, and individual securities, with customized asset allocation and periodic rebalancing.

Thomas Ouellette is a financial advisor at Ouellette Wealth Advisory LLC in Lexington, MA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Triad Advisors, Inc. and Osaic Wealth, Inc. Outside of his advisory role, he is involved in managing a condominium trust and operates as a producer/broker selling fixed life, disability, and long-term care insurance. Ouellette Wealth Advisory serves individual and high-net-worth clients, trusts, estates, and charitable organizations, offering non-discretionary portfolio management along with written financial planning and consulting. The firm employs a primarily long-term, fundamentals-based investment approach using diversified low-cost mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.