The Stability of a Team

Donnelly & Pasian Wealth Management Team

Why you should choose us:

We listen. Our priority is to help of you and your family navigate the complicated world of finance and wealth management. We are organized, disciplined, and have the experience to ensure you have the tools to stay top of your goals. We are dedicated to helping you build and protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We can help you through each life stage by helping you understand the financial issues, concerns and decisions you face. As your needs and the markets evolve, we are here to guide you every step of the way.

Tell us your story:

It is important we understand your individual and shared values, family history, and intergenerational wealth strategies. We spend time to answer your questions. You might be wondering: "What income do I need to maintain my lifestyle? Does my estate plan provide my family enough liquidity and support? How can I best fund my children's and grandchildren's education? What will my charitable legacy be?" – and more. Next, we take this story and put it to "paper". We build a road map for you based on what we've learned and this becomes our plan to navigate your financial future. We review together annually and update as needed until we can we've created a plan that matches the needs of you and your family.

Solutions tailored you:

Now that we have a plan, our team makes it happen. We believe in Financial Literacy and having you actively involved in setting these objectives and comfort with risk. We use the many resources at our fingertips, tax strategies, portfolio expertise, and product specialists to be able to deploy the right strategy for your wealth. A customized portfolio is developed, monitored and reviewed on an ongoing basis.

Personalized Service Timeline:

We realize and respect these plans change. We enforce a schedule to meet and review your personalized plan to obtain feedback and make sure we are on track. Our goal is to put your mind at ease with the knowledge that our team is helping manage your wealth with your personal objectives always front of mind.

Who we are:

We are people who care about you and your family. As Investment Advisors and Financial Planners, we have over 65 years of collective experience working with clients to uncover their financial goals and find the most sensible wealth solutions. We understand that effective wealth management extends beyond investment advice and choosing the right stocks. Drawing on our collective services and specialists, we have brought together a team of investment advisors and wealth professionals with complementary strengths, shared passion and the same mission to better serve our clients to help build their wealth.


If you would like to learn more about how we can help you on your wealth journey, don’t hesitate to contact us to set up a complimentary Financial Planning review.