CoverProfile

Patrick Donnelly

Principal & Senior Wealth Advisor

The Colony Group

United States, Massachusetts, Boston

About Me

We help people make smart decisions with their money. Our team will develop a plan for your wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and will coordinate those efforts across all of your professional advisors. We look forward to speaking with you about your financial advisory needs.

Profile Information

Principal & Senior Wealth Advisor

The Colony Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jul 13, 2025

More profiles to browse

Profile Photo
Jeffrey T Craig
Senior Wealth Advisor & Principal
SH
Seth Hieken
Portfolio Manager/Managing Director
Profile Photo
Brian Leach
Senior Portfolio Manager
Profile Photo
Lori Deane
Principal, Senior Wealth Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc