News & Insights
March 7th, 2019

Robert Paolucci Named a Forbes ‘Best-In-State’ Wealth Advisor for 2019

FOR IMMEDIATE RELEASE

Robert Paolucci Named a 2019 Forbes “Best-In-State” Wealth Advisor

MADISON, CT, February 21, 2019 – Principle Wealth Partners today announced that Robert Paolucci, founder and Chief Executive Officer, has been ranked 22nd out of 100 of Connecticut’s top wealth advisors. The Forbes ranking of “Best-In-State Wealth Advisors” from across the country was developed by SHOOK Research, a world-renowned wealth advisor research organization. The top advisor selection is based on in-person and telephone due diligence meetings with each advisor along with an assessment of each firm’s data related to client retention, industry experience, compliance rating, firm nominations, assets under management and revenue generated. This qualitative and quantitative evaluation is a major component of the ranking algorithm.

“It’s an honor to be ranked among the best advisors in the field,” said Paolucci, “but the greatest recognition comes from our clients who have entrusted our guidance in helping them and their families to realize their investment and wealth management goals.”

The findings of the aforementioned study revealed that clients are oftentimes better served by local advisors—those with an affinity for local people and priorities—rather than nationwide firms targeting much broader markets. According to R.J Shook, president and founder of SHOOK Research, the analysis revealed that “the very best advisors are laser focused on having a positive impact on their clients’ lives.”

Case in point, Principle Wealth Partners was created by a local team of seasoned CFP® professionals who recognized the crucial need for an independent, holistic approach to wealth management encompassing every aspect of a client’s financial life—including investments, taxes, wealth accumulation, cash flow generation, insurance, and estate planning. “Our passion is providing consultative advice, while bringing to light and managing through the behavioral factors that can influence clients’ investment decisions and sometimes adversely impact their ability to meet their long-term goals,” said Paolucci.

To view the full rankings on Forbes.com, please click here: https://www.forbes.com/best-in-state-wealth-advisors/#5ae54a75291d

 

About Principle Wealth Partners

Headquartered in Madison, Connecticut, Principle Wealth Partners, LLC is a growing, privately owned Registered Investment Advisor firm that provides independent, fee-based wealth management and comprehensive financial planning services to individuals, families and institutions. Their independence empowers them to deliver custom-tailored financial solutions that are in the best interests of their clients. They currently manage approximately $650 million in client assets.

Contact: Tricia Brady
Chief Operating Officer
Principle Wealth Partners, LLC
203-318-8892
tbrady@principlewealthpartners.com
www.principlewealthpartners.com

Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Principle Wealth Partners or its advisors pay a fee in exchange for this award/rating. Principle Wealth Partners is not affiliated with Forbes or Shook Research, LLC. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation.