Donlan Wealth Management

As the year comes to a close, we want to take a moment to thank you for your trust, support, and continued partnership. We are truly grateful to work with such wonderful clients and families.

We hope this holiday season brings you joy, peace, and meaningful time with those you love. May the new year ahead be filled with good health, happiness, and new opportunities.

From all of us, Merry Christmas and warm wishes for a bright New Year! ✨

On this 7th Day of Giving Jared wrapped up summer with a memorable getaway to Lake George with his kids. From soaking in the lake views to enjoying time outdoors and unplugging together, it was the perfect way to close out the season before fall routines kicked in. Trips like these are all about making memories—and this one checked all the boxes.

As part of our 12 Days of Giving, we’re proud to support Camp Ta-Kum-Ta, a truly special organization that provides unforgettable camp experiences for children with cancer and their families. Camp Ta-Kum-Ta offers a place for kids to just be kids—filled with friendship, fun, and moments of joy that make a lasting impact.

On this 3rd Day of Giving we are highlighting Lori, our Office Administrator. This year she and her husband, Chris, spent time in Zurich and Munich during Oktoberfest — enjoying Zurich’s scenic riverside streets and historic squares followed by the lively energy of Munich’s world-famous Oktoberfest celebrations where traditional Bavarian music, food, and festivities draw people from around the globe.

As part of our 12 Days of Giving, we’re proud to support the Joint Council for Economic Opportunity (JCEO), a local community action agency serving Clinton and Franklin Counties that offers food assistance, outreach programs, early childhood support, housing help, and more — all focused on strengthening families and fostering self-reliance in our North Country community.

We appreciate all they do and are grateful for the opportunity to give back.