TOP Congratulations to Robert Paolucci. named to the 2022 Forbes Best-In-State and 2022 Barrons Top 1200 List of Financial Advisors. 1200 PRINCIPLE WROOKS Financial Advisors 2022 WEALTH PARTNERS BEST-IN-STATE WEALTH ADVISORS BEST-IN-STATE BEST-IN-STATE WEALTH ADVISORS BEST-IN-STATE STANDARANT BOTE SHOCK SEARC BARRONS Financial Advisors 2021 MADISON. CT 06443 | OLD SAYBROOK, CT 06475 | WESTPORT, CT 06880 www.principlewealthpartners.com | P.203.318.8892 | info@principlewealthpartners.com $2B+ ASSETS UNDER MANAGEMENT *as of 12/31/22 "It is an honor to be recognized as one of the best advisors in the state by Forbes for the fourth consecutive year and one of the best advisors in the country by Barron's for the second consecutive year. I am fortunate to be surrounded by a team of knowledgeable, caring, and dedicated professionals. focused on our mission of helping our clients live a better life." Robert S. Paolucci, CFP® Founder & CEO ABOUT THE FIRM 100+ 100% YEARS OF COMBINED EXPERIENCE EMPLOYEE OWNED 100% FOCUSED ON YOU Principle Wealth Partners LLC is an SEC registered investment advisor. Advisory services are only offered to clients or prospective clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure. The 2019, 2020, 2021 & 2022 ranking of the Forbes Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 18.9 percent of candidates were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. y Winners are organized and ranked by state Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. Methodology. https://www.fb.com/sites/shock/2072/04/07/methodology-forbes-best-in-state-wealth-advisors 2072/7sh-loade3407fen Source: Barron's "Top 1,200 Financial Advisors, April 2022 Barron's "Top 1,200 Financial Advisors" bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's past or future performance. Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Bamon's in exchange for the rating, however Principle Wealth Partners does pay to use the award ribbon for marketing materials. Principle Wealth Partners is not affiliated with Baron's or Dow Jones & Company, LP. Mr. Robert Paolucci has also received this award, with similar quantitative and qualitative criteria, in 2021. All of the information provided has been obtained from sources considered to be reliable, but we do not guarantee its accuracy or completeness, and does not constitute a recommendation Barron's is a registered trademark of Dow Jones & Company LP All rights reserved. TOP Congratulations to Robert Paolucci . named to the 2022 Forbes Best - In - State and 2022 Barrons Top 1200 List of Financial Advisors . 1200 PRINCIPLE WROOKS Financial Advisors 2022 WEALTH PARTNERS BEST - IN - STATE WEALTH ADVISORS BEST - IN - STATE BEST - IN - STATE WEALTH ADVISORS BEST - IN - STATE STANDARANT BOTE SHOCK SEARC BARRONS Financial Advisors 2021 MADISON . CT 06443 | OLD SAYBROOK , CT 06475 | WESTPORT , CT 06880 www.principlewealthpartners.com | P.203.318.8892 | info@principlewealthpartners.com $ 2B + ASSETS UNDER MANAGEMENT * as of 12/31/22 " It is an honor to be recognized as one of the best advisors in the state by Forbes for the fourth consecutive year and one of the best advisors in the country by Barron's for the second consecutive year . I am fortunate to be surrounded by a team of knowledgeable , caring , and dedicated professionals . focused on our mission of helping our clients live a better life . " Robert S. Paolucci , CFP® Founder & CEO ABOUT THE FIRM 100+ 100 % YEARS OF COMBINED EXPERIENCE EMPLOYEE OWNED 100 % FOCUSED ON YOU Principle Wealth Partners LLC is an SEC registered investment advisor . Advisory services are only offered to clients or prospective clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure . The 2019 , 2020 , 2021 & 2022 ranking of the Forbes Best - in - State Wealth Advisors list was developed by SHOOK Research and is based on in - person and telephone due - diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention , industry experience , review of compliance records , firm nominations , and quantitative criteria ( including assets under management and revenue generated for their firms ) . Overall , approximately 18.9 percent of candidates were recognized . The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com This recognition and the due - diligence process conducted are not indicative of the advisor's future performance . Your experience may vary . y Winners are organized and ranked by state Some states may have more advisors than others . You are encouraged to conduct your own research to determine if the advisor is right for you . Portfolio performance is not a criterion due to varying client objectives and lack of audited data . SHOOK does not receive a fee in exchange for rankings . Methodology . https://www.fb.com/sites/shock/2072/04/07/methodology-forbes-best-in-state-wealth-advisors 2072 / 7sh - loade3407fen Source : Barron's " Top 1,200 Financial Advisors , April 2022 Barron's " Top 1,200 Financial Advisors " bases its ratings on qualitative criteria : professionals with a minimum of seven years of financial services experience , acceptable compliance records , formal succession plans , high client retention , and more . Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional , with weightings associated for each . Because individual client portfolio performance varies and is typically unaudited , this rating focuses on customer satisfaction and quality of advice . The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients . The rating is not indicative of the Financial Advisor's past or future performance . Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Bamon's in exchange for the rating , however Principle Wealth Partners does pay to use the award ribbon for marketing materials . Principle Wealth Partners is not affiliated with Baron's or Dow Jones & Company , LP . Mr. Robert Paolucci has also received this award , with similar quantitative and qualitative criteria , in 2021. All of the information provided has been obtained from sources considered to be reliable , but we do not guarantee its accuracy or completeness , and does not constitute a recommendation Barron's is a registered trademark of Dow Jones & Company LP All rights reserved .