"No matter what your financial goals are, it is important to have a wealth management plan to help you achieve them."
Wealth Partners
Paul Donlon

Wealth Partners
Paul Donlon

"No matter what your financial goals are, it is important to have a wealth management plan to help you achieve them."
About Paul Donlon

Offering tailored portfolio management to make the most of your financial legacy.

I strategize with clients about ways to preserve and grow their wealth. My focus is on helping them create clear pathways toward the goals they set. By leveraging the world-class research that J.P. Morgan is known for and incredible insights from the specialists at the firm. I offer both tactical and strategic guidance to help shape the financial lives of clients for the generations to follow.
My business is rooted in my mission to keep things simple, exceed expectations and bring integrated service and insights to my client families. I act as a fiduciary and trusted partner, keeping their needs at the forefront of every decision I make.
As a boutique organization with the resources of one of the world's largest and most respected financial institutions, I offer high-touch service and personalized assistance. I take a family office-style approach and am experienced in addressing a broad range of sophisticated financial needs, delivering strategies for the diversification of assets, tax efficiency, estate planning and long-term wealth management objectives.

Meet Our Team

Insights

Markets

Private credit: Promising or problematic?

July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Family Legacy

The 5 stages of managing a new inheritance

July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
Personalized guidance begins with a conversation.
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