"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
2022 • 2021 • 2020 • 2019 • 2018 • 2017 • 2016 • 2015 • 2014 • 2013 • 2012 • 2011

Forbes

Best-In-State Wealth Advisors
2021 • 2020 • 2019 • 2018

Financial Times

Top 400 Advisors
2020 • 2019 • 2018 • 2017
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 $2.6 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.

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.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
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