“It is an honor to be ranked on the Forbes list for five years in a row. I am pleased to be joined on the list by Colin, an exceptional individual who truly cares about improving the lives of his clients. His diligent efforts to go above and beyond are inspiring and he deserves all the accolades for his selfless and tireless work. This recognition has been earned through the hard work and dedication of the entire PWP team,” said Bob. “I know that every individual here is focused on helping our clients realize their goals, and we all work together to support each other in this effort.”
“I am excited to receive this honor,” said Colin. “And I share it with everyone at Principle, all of whom work relentlessly to serve our clients and help them reach their financial and life goals.”
The Forbes Best-In-State Wealth Advisors rankings are developed by SHOOK Research and based on comprehensive, in-depth qualitative and quantitative data. This includes telephone, virtual, and in-person interviews, considering factors such as revenue trends, assets under management, compliance, and experience. These rankings may provide an initial place for individuals and families looking for an advisor.
PWP is an independent Registered Investment Advisory (RIA) firm with offices in Madison, Westport, and Old Saybrook, Connecticut. PWP manages over $1.94 billion in assets for clients in over 30 states, as of 1/31/2023. PWP provides comprehensive retirement planning, investment management, financial planning, tax management, estate planning, and charitable giving services to entrepreneurs, executives, families, and businesses. With over a century of combined experience and a philosophy rooted in behavioral finance, PWP commits to learning each client’s individual goals and objectives to tailor solutions that meet their needs.
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 Advisors1 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 7,321 (approximately 18.8 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1This 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.
2Portfolio 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/.
