
Wealth PartnersThe Donnelly Wealth Management Group
Awards and Industry Recognition



Forbes
We understand that personal wealth is not an end in itself, but rather, a means for you to provide great things for yourself, your family and the community around you. Whether you wish to strengthen, safeguard or grow your assets, our emphasis is on helping protect what you have worked so hard to build. We are proud to serve multi-generational families like yours that entrust us to care for their dreams.
A PATH TOWARD TAILORED WEALTH MANAGEMENT
We begin by discovering the intentions for your wealth—evaluating both sides of the balance sheet to assess your assets, liabilities, retirement desires and income needs. Once we've gained an in-depth understanding of your financial goals and risk parameters, we craft individualized wealth management strategies that reflect your short- and longterm objectives.
- PORTFOLIO STRATEGIES
- TAX AND ESTATE PLANNING
- MORTGAGES
- LINES OF CREDIT
- SPECIALIZED LENDING
PERSONALIZED AND HANDS-ON ATTENTION
Our team dedicates time and resources to a limited number of high-net-worth individuals and their families so that we can deliver the comprehensive capabilities that are more typically aligned with a family office-style experience. Our primary objective is to present advisory guidance that is in your best interests. We bring a solution orientation to every encounter and a dedication to first-class customer service.
A FOCUS ON GENERATIONAL WEALTH
We understand that the succession of financial values is an important element of wealth management. By working alongside your CPA, attorney and other outside professionals, we help ensure that the entirety of these needs are considered. We are especially adept at preparing the next generation for the financial responsibilities to come.
MEET OUR AWARD-WINNING1 TEAM
We have built our practice around a strong team of professionals with differing yet complementary backgrounds. Our collaboration works on many levels, powering our top-tier customer service and executional excellence. With offices in Miami and New York, we seamlessly guide clients through the opportunities and priorities faced by successful families.\
Investment Approach
A PRACTICE FOUNDED ON INTELLECTUAL STRENGTH
Both principals of our team are engaged in the capital markets—an involvement that heightens our awareness of economic conditions, opportunities and timing. Our role as portfolio managers requires direct and daily participation, providing us with valuable insights into macroeconomic movements and opportunistic themes.
SIMPLIFYING THE COMPLEXITIES OF INVESTING
Our team distills detailed market data into meaningful information that helps families to understand the totality of their financial picture. We consider ourselves problem solvers and provide an informed perspective to view individualized situations from multiple angles.
CONFIDENT HANDLING OF MULTIPLE ASSET CLASSES
Equity and bond selections are designed and implemented in-house rather than by utilizing 3rd party managers, enabling us to customize portfolios to each individual's unique specifications. Asset allocations are aligned with risk tolerance, and alternative investments may be used for tactical shifts and broad market exposure.
OUR ONGOING OVERSIGHT
An important component of portfolio management is the continuous analysis and evaluation of asset allocations and investment vehicles. Experience has shown us that we must always be ready and available to adjust and adapt as needed. We meet regularly with clients to keep pace with any changes in business or personal objectives that may affect our planning.
PROCESS-DRIVEN AND DUE DILIGENT
By leveraging an analytical methodology grounded in J.P. Morgan's award-winning research,2 we remove the randomness of the decision-making process. We evaluate multiple scenarios to explore trade-offs and potential outcomes, developing recommendations across a range of possibilities.
BACKED BY AN INDUSTRY LEADER
Our capabilities are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to plan for your financial future and be a partner in your success.
Meet Our Team
Specialist Resources

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:
- Enhance the diversification of your portfolio;
- Implement strategies which seek to enhance returns;
- And help you access a broader range of investment opportunities.
For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.
Insights

Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now