Welcome to Donnelly Group Private Wealth Management.
Proudly based in our home town of Sault Ste. Marie, Donnelly Group Private Wealth Management is a community-focused team of financial professionals with over 30 years experience helping neighbours, friends, and business owners meet the complex and evolving needs of their wealth.
Driven by values of integrity, sincerity and family, our relationship as brothers is the fundamental principle of what inspires our collaborative team approach and commitment to a client’s financial well-being.
We are educators at heart and we listen to understand. Our passion is helping clients realize their life plans, by providing concise, simplified explanations and recommendations, so you can make informed decisions about how best to accumulate, manage and protect your wealth.
At Donnelly Group Private Wealth Management, we truly believe the success of our business is built upon the success of our clients. Today and for future generations.
Vision
To be the most respected and trusted provider of holistic wealth planning today and always.
Mission
Our Mission is to foster an exceptional client experience based on a foundation of knowledge, service, integrity and respect that pursues growth and embraces change.