Wendi Ouellette

Financial Advisor

CFP^®

Wendi Ouellette is a Financial Advisor in Allworth's Portland, Oregon office. After graduating from the University of Oregon in 1997, Wendi Ouellette was ready to face new challenges. Before joining Allworth, Wendi started her career at Delta Financial Group in 1998, starting with data analysis and reporting, and soon developed a strong interest in the securities market—especially individual stocks. A CERTIFIED FINANCIAL PLANNER™ professional, her understanding of the stock market and knowledge of asset management enhances her ability to help clients better understand their investments.

Latest Insights

See more insights

When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 30,000+ Clients²

years in business $30 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Wendi Ouellette

Latest Insights

Helpful Tips

About Allworth