Team Photo

Your Future is Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into results takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take can have a significant impact on your future. A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Shannon Ouellette will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Our goal is to provide confidence, clarity, and conviction about your financial decisions.

Investment Philosophy

Shannon believes in a disciplined investment approach with a long-term perspective based on diversification across broad asset classes and a long-term view of markets and performance. Some highlights from Shannon's investment philosophy:

  • Create a financial plan consistent with each client's unique risk tolerance, time horizon and goals
  • Determine a diversification strategy using asset allocation analysis
  • Use professionally-selected, quality investments designed to match the client's asset allocation strategy
  • Rebalance the portfolio periodically to remove emotion from decision making

Mission

Shannon follows a unique financial security planning process which takes a comprehensive view of your financial situation and goals, as well as your family values and aspirations. For it to be meaningful, your financial plan must have a firm foundation in your beliefs and core values.

 

No investment strategy can assure a profit and does not protect against loss in declining markets.

Shannon & Erin
Jenn, Kelly & Shannon

We have one of the best teams around

Shannon Ouellette has been recognized by Forbes as one of the top financial advisors in the state. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

 
Forbes

Forbes "Best-In-State Wealth Advisors" list (April 2025, April 2024, April 2023, April 2022), based upon data as of June 30th of preceding year. Forbes Top Women Wealth Advisors Best in State list, (February 2025, February 2024, February 2023, February 2022, March 2021) based upon data as of September 30th of preceding year. Research & rankings developed by SHOOK Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

What our clients are saying about us...

.

Client Testimonial

Shannon is incredibly knowledgeable and approachable. She explains financial planning options in terms that I can easily understand. She is honest and forthright. I feel that she listens well and understands my financial and life goals. When I have questions or a financial concern, she gets back to me right away and takes the time to walk me through everything. It has truly been a pleasure working with her. After working with my previous advisor, there is no comparison!

Carolyn L, Client | Business Owner | Boston, Massachusetts

Client Testimonial

She is incredibly smart, knowledgeable, and responsive. She has a great team and I trust her and the team completely. They always have my best interests at top of mind.

Ellen E, Client | Retired, Philanthropist | Boston, Massachusetts

Client Testimonial

Shannon is so kind as well as incredibly smart. She has developed a plan that works for my unique circumstance.

Lisa R, Client | Business Owner | Boston, Massachusetts
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4