"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 PartnersPeter 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Investing
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
Investing
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Investing
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Investing
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowInvesting
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowCybersecurity
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowInvesting
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowInvesting
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowInvesting
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowInvesting
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowInvesting
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowWealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTaxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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.
(617) 654-2318