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 will have a significant impact on your future. A good financial blueprint will 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


We have one of the best teams around

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

Forbes 2022 Top Women Wealth Advisor logo
Forbes 2021 Top Women Wealth Advisor logo

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Shannon Ouellette

Shannon Ouellette, CFP®, RICP®, CDFA®

Wealth Management Advisor

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.