At Donnelly Wealth Advisors, we believe a team approach delivers the best possible advice to you, the client.  Our 4 person team consists of a Lead "Financial Life Advisor" who will serve as your primary contact.  In addition to your Lead Advisor, you will also have integration with other team specialists including Certified Financial Planners, Chartered Financial Analysts and Account Managers.

We recognize that we cannot be all things to all people.  Additionally, the financial services world is complex and in order to give the best possible advice, we have partnered with a number of firms who help us give you the world class advice you deserve.  We have partnered with specialty firms in the following areas:

Estate Planning

Property & Casualty Insurance

Long Term Care Insurance

Health Insurance

Disability Insurance

Tax and Accounting

Business Valuation

When necessary, we will ask resources from these firms to join us in meetings with you to ensure we are looking at all of the details and nothing is slipping through the cracks.