Robert S. Paolucci, CFP® Founder & CEO PRINCIPLE WEALTH PARTNERS Forbes BEST-IN-STATE WEALTH ADVISORS 2023 SHOOK RESEARCH Colin M. Dugan, CFP® Senior Wealth Advisor Congratulations Robert S. Paolucci, CFP®, and Colin M. Dugan, CFP® Named to the Forbes 2023 list of Best-In-State Wealth Advisors for Connecticut MADISON, CT 06443 P: 203.318.8892 OLD SAYBROOK, CT 06475 info@principlewealthpartners.com WESTPORT, CT 06880 www.principlewealthpartners.com 1 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 2023 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 39.007 advisors were considered, and approximately 7321 (approximately 18.8 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. 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.forbes.com/sites/rjshook/2023/04/04/methodology-americas-top-wealth-advisors-2023/. All rights reserved. Robert S. Paolucci , CFP® Founder & CEO PRINCIPLE WEALTH PARTNERS Forbes BEST - IN - STATE WEALTH ADVISORS 2023 SHOOK RESEARCH Colin M. Dugan , CFP® Senior Wealth Advisor Congratulations Robert S. Paolucci , CFP® , and Colin M. Dugan , CFP® Named to the Forbes 2023 list of Best - In - State Wealth Advisors for Connecticut MADISON , CT 06443 P : 203.318.8892 OLD SAYBROOK , CT 06475 info@principlewealthpartners.com WESTPORT , CT 06880 www.principlewealthpartners.com 1 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 2023 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 39.007 advisors were considered , and approximately 7321 ( approximately 18.8 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 . 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.forbes.com/sites/rjshook/2023/04/04/methodology-americas-top-wealth-advisors-2023/ . All rights reserved .