RETIREMENT PLANNING Named a 2023 Forbes Top Independent Advisory Firm* #1 in Connecticut for the second year in a row! FINANCIAL PLANNING Principle... /WEALTH "Our team's commitment to the firm's mission of helping clients pursue a better outcome and a better life is what led to this wonderful accomplishment." Robert S. Paolucci, CFP®, Founder & CEO INVESTMENT MANAGEMENT MADISON, CT 06443 TAX MANAGEMENT WESTPORT, CT 06880 $ ESTATE PLANNING I www.principlewealth.com I P: 203.318.8892 "Forbes TOP RIA FIRMS 2023. SHOOK RESEARCH 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 CHARITABLE GMING | info@principlewealthpartners.com RETIREMENT PLANNING Named a 2023 Forbes Top Independent Advisory Firm * # 1 in Connecticut for the second year in a row ! FINANCIAL PLANNING Principle ... / WEALTH " Our team's commitment to the firm's mission of helping clients pursue a better outcome and a better life is what led to this wonderful accomplishment . " Robert S. Paolucci , CFP® , Founder & CEO INVESTMENT MANAGEMENT MADISON , CT 06443 TAX MANAGEMENT WESTPORT , CT 06880 $ ESTATE PLANNING I www.principlewealth.com I P : 203.318.8892 " Forbes TOP RIA FIRMS 2023. SHOOK RESEARCH 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 CHARITABLE GMING | info@principlewealthpartners.com