"Our mission is to be the center of ideas for all of our clients’ financial needs, and to help solve the complexities of significant wealth and simplify our clients’ lives."
Wealth Partners
Peter C. Noonan Group

Wealth Partners
Peter C. Noonan Group

"Our mission is to be the center of ideas for all of our clients’ financial needs, and to help solve the complexities of significant wealth and simplify our clients’ lives."

Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016

Forbes

Top Wealth Advisors Best-In State
2024 • 2023 • 2022 • 2021 • 2020 • 2019
About Peter C. Noonan Group

Welcome

Our mission is to be the center of ideas for all of our client's financial needs, and to help solve the complexities of significant wealth and simplify our clients' lives. Excellence, integrity and utter discretion are the cornerstones of our business. Our clients benefit from the best of both worlds: the personalized service of a boutique brokerage firm and the global reach of one of the largest and most respected firms in the world.

Our team
Our team is dedicated to helping preserve the wealth created by high-net-worth individuals and families. Managing assets in excess of $2.81* billion, our deep-rooted emphasis on risk management has established our team as an exemplary investment management group. Through a capable blend of experience and knowledge, combined with the global investment banking strength of J.P. Morgan, we deliver a level of performance and service that is distinctive within the financial services industry.

*as of 10/28/24

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.