NOONAN, GILMORE, PANUCCI & ASSOCIATES
At Noonan Gilmore Panucci & Associates, we are proud to bring an uncommon measure of acumen and attention to clients whose aspirations and values demand both. It is our belief that the depth and breadth of our planning and investment approach clearly distinguishes our practice and the enduring benefits our clients can enjoy.
Who do we serve?
A growing circle of successful women and men who’ve been referred to us and continue to refer others. Residing across Connecticut and more than 20 other states, they include active and retired executives and others in the pharmaceutical and defense industries, physicians, business owners and many “millionaires next door” who’ve sacrificed and saved.
While diverse in their paths to our door, clients typically share a desire to engage, listen and trust. This suits us well, as we are devoted to educating and helping clients plan and prepare for important financial decisions.
Given that your life experiences and attitude toward wealth are clearly your own, we don’t make assumptions. Instead, we make time to appreciate your mindset and motivations. As a multi-generational team of lifetime learners, former educators and active listeners, we may ask:
- “What are your proudest achievements and greatest regrets?”
- “What is your vision of a meaningful life?"
- "What has worked well and what do you hope worked better?"
- "What income are we trying to replace in retirement?"
- "Why have you come to us – and why now?"
Having managed our clients’ money and emotions amid the volatility of 1987, 2000, 2008, 2020 and 2022, we feel proud that virtually all of those clients remain with us today. We believe that’s due in large part to our determination and ability to mitigate investment risk as part of a comprehensive, long-term strategy that touches every corner of a client’s financial picture.
Like our clients, your achievements have led to wealth and opportunity. It would be our privilege to help manage both, responsibly and in the most respectful manner.
At Noonan Gilmore Panucci & Associates, we measure our success by the tenure of our client relationships, the referrals we receive from clients, and our ability to enhance their wealth and well-being across generations. It is our intention to help clients make informed decisions about the direction and scope of their legacy.
As our clientele has expanded in size and geography, we've remained true to our mission – continuing a tradition of delivering intelligence and integrity. Time and again, we remind clients that "going the extra mile is never going out of our way."
That's why we extend our focus beyond your goals – to "holes" we find in your financial picture – areas that may have been ignored in a previous advisory relationship.
We will ask about and examine your trusts, wills and other important provisions. Truth be told, estate planning is another area in which we have extensive skills. We will also ask for the names of your' CPA and attorney, to align our tax minimization and estate planning strategies – and save you the time of coordinating our efforts.
While our team has decades of wealth management experience, our ages align nicely with those of clients "young and "older."' This allows us to cultivate enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality.
When it comes to investments, we will craft your portfolio by accounting for your goals, investment timeline, cash-flow needs and risk tolerance, as well as considerations for longevity, inflation, interest rates and market conditions. We will also explain our rationales, so that you understand what you own and why.
We will also ask about and examine your cash flow and both sides of your balance sheet – assets and liabilities. Why? Because your ability to move smoothly from Point A to Point B can be compromised by how well you manage expenses and debt.
What do we believe?
• The more we know about clients, the better we can meet and exceed their expectations. That's why we work closely with both spouses, explain things in simple terms, and educate at every opportunity.
• While our titles are financial advisors, it is our privilege to also serve as sounding boards and life advisors – standing with and behind clients when they need us most. When a professional, financial or personal challenge can feel overwhelming, our ability to serve and desire to help are what clients richly deserve.
• The referrals we receive tell us we're proficient in assisting clients whose complex financial lives demand a sophisticated measure of complex wealth management.
As a high caliber team that operates on many cylinders, we welcome the opportunity to simplify your financial life, so that you can focus on what most excites you – perhaps, the business you founded or the career in front of you. Maybe it's sharing values with your children, so that they become capable stewards of your wealth and wishes. Whatever your passion, concern, or curiosity, we are eager to connect and learn more about you.
CDFA®, CFP®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
