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

The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

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 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Wendi Ouellette

Latest Insights

Helpful Tips

About Allworth