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Trusted Advisor

Trusted Advisor

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Have you found your "Trusted Advisor" yet? To thrive in the 21st Century financial landscape, everyone needs a "Trusted Advisor" who acts like a "friend in the family" who helps you make smart choices with your money.

On-Demand Episodes

Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA presents his 2011 Half Time Report "It's Always Something." Slide presentation also available on our website... more

New Client Letter by Burt White, Chief Investment Office, LPL Financial as read by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group, Lexington, MA.

Forefield's 2nd Quarter 2011 Market Review presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group, Lexington, MA. Market Summaries presented in an easy to understand format in 10-15 minutes... more

Forefield Market Summary for May 2011 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Goal is to summarize financial market action in five to 10 minutes so you can... more

Forefield Market Summary for April 2011 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Goal is to summarize financial market action in five to 10 minutes so you can... more

Forefield's 1st Quarter 2011 Market Review presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group, Lexington, MA. Market Summaries presented in an easy to understand format in 10-15 minutes... more

Forefield Market Summary for February 2011 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Goal is to summarize financial market action in five to 10 minutes so you can... more

Forefield Market Summary for January 2011 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Goal is to summarize financial market action in five to 10 minutes so you can... more

Forefield 2010 Annual Market Review as of December 31, 2010 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Market updates presented in an easy to understand... more

Forefield Market Summary for November 2010 presented by Thomas J. Ouellette, President and Founder of Ouellette Wealth Management Group of Lexington, MA. Goal is to summarize financial market action in five to 10 minutes so you can... more
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