"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

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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