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The Pursuit of A Better
Life

The Pursuit of A Better
Relationship

The Pursuit of A Better
Experience

The Pursuit of A Better
Strategy

The Pursuit of A Better
Outcome

Relationship-focused wealth management centered around achieving your desired outcomes

Principle Wealth is an award-winning, independent wealth management firm focusing on financial planning, asset management, and multi-generational wealth strategies.

$

0

+ Billion

Assets Under
Management
*As of 12/31/23

0

+

States We Do
Business In

˜

0

%

Client Retention
Rate
*As of 12/31/22

0

+

Years Of Combined
Experience

0

%

Employee Owned

0

%

Focused On You

The Process for Better Outcomes

Our Plan-Invest-Manage process is the foundation for successfully achieving your goals, enabling you to live your best life.

Outcomes

Goals

Process

Outcomes

  • Peace of Mind
  • Lasting Legacy
  • More Time, Less Worry

Goals

  • Retirement
  • Healthcare
  • Philanthropy
  • Education
  • Succession

Plan

Invest

Manage

  • Asset Accumulation
  • Cash Flow
  • Charitable
  • Education
  • Retirement
  • Succession
  • Tax & Estate
  • Wealth Transfer
  • Asset Allocation
  • Diversification
  • Growth & Income-Focused Strategies
  • Low-cost Investment Strategies
  • Passive & Active Strategies
  • Tax Efficient Rebalancing
  • Client Education & Events
  • Consolidated Financial Reporting
  • Dedicated Service Team
  • Distribution Strategies
  • Ongoing Advice & Support
  • Risk Management

Process

img

Plan

  • Asset Accumulation
  • Cash Flow
  • Charitable
  • Education
  • Retirement
  • Succession
  • Tax & Estate
  • Wealth Transfer
img

Invest

  • Asset Allocation
  • Diversification
  • Growth & Income-Focused Strategies
  • Low-cost Investment Strategies
  • Passive & Active Strategies
  • Tax Efficient Rebalancing
img

Manage

  • Client Education & Events
  • Consolidated Financial Reporting
  • Dedicated Service Team
  • Distribution Strategies
  • Ongoing Advice & Support
  • Risk Management

Goals

Goals

  • Retirement
  • Healthcare
  • Philanthropy
  • Education
  • Succession
img

Outcomes

Outcomes

  • Peace of Mind
  • Lasting Legacy
  • More Time, Less Worry
img

Insights & Events

Insights | 06.08.24

Market Update | June 2024

Insights | 05.31.24

Monthly Movements – May 2024

Insights | 05.11.24

Market Update | May 2024

Insights | 05.03.24

2024 Forbes Best-In-State Wealth Advisors

Insights | 05.03.24

2024 Barron's Top 1,200 Advisors

Insights | 04.30.24

Monthly Movements - April 2024

Insights | 04.24.24

Forbes America's Top Women Wealth Advisors 2024

Insights | 04.13.24

Market Update | April 2024

Insights | 04.09.24

Bond Market Update With Gibson Smith, Founder | Smith Capital Investors

Insights | 04.05.24

Q1 2024 Quarterly Market Review

Insights | 03.31.24

Monthly Movements - March 2024

Insights | 03.19.24

Market Update | March 2024

Insights | 02.29.24

Monthly Movements – February 2024

Insights | 02.11.24

Market Update | February 2024

Insights | 01.31.24

Monthly Movements – January 2024

Insights | 01.13.24

Market Outlook 2024

Insights | 01.05.24

Q4 2023 Quarterly Market Review

Insights | 12.31.23

Monthly Movements – December 2023

Insights | 12.08.23

Monthly Market Update | December 2023

Insights | 11.30.23

Monthly Movements – November 2023

Insights | 11.18.23

The Principle Newsletter – November 2023

Insights | 11.14.23

Market Update | November 2023

Insights | 10.31.23

Monthly Movements – October 2023

Insights | 10.06.23

Q3 2023 Quarterly Market Review

Insights | 10.01.23

Market Update | October 2023

Insights | 09.30.23

Monthly Movements – September 2023

Insights | 09.06.23

Market Update | September 2023

Insights | 08.31.23

Monthly Movements – August 2023

Insights | 08.08.23

Market Update | August 2023

Insights | 08.01.23

The Principle Newsletter – August 2023

Insights | 07.31.23

Monthly Movements – July 2023

Insights | 07.24.23

Advisor Voices: How RIAs Are Meeting the Moment

Insights | 07.14.23

Mid-Year Market Review & Outlook 2023

Insights | 07.10.23

Q2 2023 Quarterly Market Review

Insights | 06.30.23

Monthly Movements – June 2023

Insights | 06.09.23

Market Update | June 2023

Insights | 06.09.23

Growth at a Reasonable Price

Insights | 05.31.23

Monthly Movements – May 2023

Insights | 05.18.23

Market Update | May 2023

Insights | 04.28.23

Got Chips? | Monthly Movements – April 2023

Insights | 04.26.23

2023 Barron’s Top 1,200 Financial Advisor

Insights | 04.24.23

Fixed Income Feast | Ordering Up Opportunity

Insights | 04.21.23

2023 Forbes Best-In-State Wealth Advisor

Insights | 04.17.23

The Principle Newsletter – April 2023

Insights | 04.10.23

Market Update | April 2023

Insights | 04.06.23

Q1 2023 Quarterly Market Review

Insights | 03.31.23

Monthly Movements – March 2023

Insights | 03.16.23

Limbering Up – Funds Buyers Flex Portfolios With Active ETFs

Insights | 03.09.23

Get Ready for Tax Season

Insights | 02.28.23

Monthly Movements – February 2023

Insights | 01.31.23

Monthly Movements – January 2023

Insights | 01.12.23

Q4 2022 Quarterly Market Review

Insights | 12.31.22

Monthly Movements – December 2022

Insights | 12.20.22

Forbes Top 100 RIA Firm in the United States

Insights | 12.02.22

The Principle Newsletter – December 2022

Insights | 11.30.22

Monthly Movements – November 2022

Insights | 10.30.22

Monthly Movements – October 2022

Insights | 10.12.22

Q3 2022 Quarterly Market Review

Insights | 09.30.22

Monthly Movements – September 2022

Insights | 09.30.22

The Price of Worry

Insights | 09.15.22

Treasury Securities | A Unique Opportunity

Insights | 08.30.22

Monthly Movements – August 2022

Insights | 08.22.22

Principle Wealth Partners Named in FA Magazine’s 2022 RIA Rankings

Insights | 08.02.22

Principle Wealth Partners Named Citywire’s #1 Grower in Connecticut

Insights | 07.31.22

Monthly Movements – July 2022

Insights | 07.29.22

The Principle Newsletter – July 2022

Insights | 07.11.22

Q2 2022 Quarterly Market Review

Insights | 06.30.22

Monthly Movements – June 2022

Insights | 05.30.22

Monthly Movements – May 2022

Insights | 05.18.22

Series I Savings Bonds: What Are They And How Do They Work?

Insights | 05.04.22

Monthly Movements - April 2022

Insights | 04.12.22

2022 Forbes Best-In-State Wealth Advisor

Insights | 04.11.22

Q1 2022 Quarterly Market Review

Insights | 03.31.22

Monthly Movements - March 2022

Insights | 03.15.22

2022 Barron’s Top 1,200 Financial Advisor

Insights | 02.28.22

Monthly Movements - February 2022

Insights | 02.15.22

The Principle Quarterly - Q1 2022

Insights | 01.31.22

Monthly Movements - January 2022

Events | 01.24.22

Capital Markets Update

Insights | 01.15.22

Q4 2021 Quarterly Market Review

Insights | 12.31.21

2021 Year in Review

Events | 12.14.21

Current Tax Legislation & 7 Tax-Savvy Strategies to Consider with Matthew Sommer, Janus Henderson

Insights | 11.30.21

Monthly Movements - November 2021

Events | 11.01.21

Market and Economic Outlook with Andrew Opdyke, CFA, First Trust

Insights | 10.29.21

Monthly Movements - October 2021

Insights | 10.08.21

Q3 2021 Quarterly Market Review

Insights | 09.30.21

Monthly Movements – September 2021

Insights | 09.15.21

The Principle Quarterly – Q3 2021

Insights | 08.31.21

Monthly Movements – August 2021

Events | 08.19.21

Navigating Social Security

Insights | 07.30.21

Monthly Movements – July 2021

Events | 07.26.21

Capital Markets Update: July 2021

Insights | 07.17.21

Political Administration Change: 1st 100 Days

Insights | 07.14.21

Q2 2021 Quarterly Market Review

Insights | 06.30.21

The Principle Quarterly – Q2 2021

Insights | 05.25.21

Have fun in your golden years

Events | 05.04.21

Dividend Income Investing, a Conversation with Jenny Harrington

Insights | 04.13.21

Planning for your child’s future

Insights | 04.08.21

Q1 2021 Quarterly Market Review

Insights | 03.16.21

The Principle Quarterly – Q1 2021

Insights | 02.26.21

Critical thinking: The key to independent decision-making

Events | 01.29.21

The Year Ahead With Matt Ko, CFA®, T. Rowe Price

Insights | 01.20.21

Q4 2020 Quarterly Market Review

Insights | 01.15.21

Election 2020: It’s over. What’s next?

Insights | 01.12.21

What The 2nd Round of Stimulus Means For You

Events | 12.22.20

Planning for your retirement: An Interview with Katherine Roy, Chief Retirement Strategist | JP Morgan Funds

Insights | 12.16.20

Principle Wealth Partners Welcomes Three Veteran Advisors and Supporting Team Members

Insights | 12.11.20

3 Strategies for Maximizing After-Tax Returns

Events | 11.19.20

Market Update: November 2020

Insights | 10.28.20

The Principle Quarterly – Q4 2020

Insights | 10.07.20

Q3 2020 Quarterly Market Review

Events | 09.22.20

How to Retire with Confidence

Insights | 09.05.20

Worry in moderation

Insights | 08.19.20

Political Impact on the Markets

Events | 08.04.20

What will recovery look like?

Insights | 07.30.20

Q2 2020 Quarterly Market Review

Insights | 07.14.20

The Principle Quarterly – Inaugural Edition

Insights | 07.07.20

An Opportunity for Those Who Took RMDs This Year

Insights | 06.26.20

It’s Time to Review Your Tax Strategies

Insights | 06.17.20

When Bond Yields are Near Historic Lows

Insights | 06.09.20

Don’t Let Emotions Lead You Astray

Insights | 05.19.20

Economic Update: The Dangers of Emotional Investing

Insights | 05.12.20

The Impact of Social Distancing

Insights | 05.08.20

Julina Ogilvie, CIMA® Joins Principle Wealth Partners

Insights | 04.21.20

Q1 2020 Market Review

Insights | 01.15.20

Q4 2019 Market Review

Insights | 01.15.20

2019 Finishes With A Bang

Insights | 12.10.19

Will This Be A Jolly Holiday Season?

Insights | 11.11.19

Presidential Cycle Choppy into Mid 2020

Insights | 10.16.19

Q3 2019 Market Review

Insights | 10.12.19

A Flight to Safety in Q3

Insights | 09.04.19

An Inverted Yield Curve Does Not Mean Imminent Recession

Insights | 08.06.19

By The Numbers August 2019

Insights | 08.02.19

What a Fed Rate Cut Means for The Markets

Insights | 07.08.19

After Trade War Concerns, Stocks Hit New Highs

Insights | 07.08.19

By The Numbers July 2019

Insights | 07.04.19

Q2 2019 Market Review

Insights | 06.07.19

Trade War Concerns Spooking Investors

Insights | 06.01.19

By The Numbers June 2019

Insights | 05.03.19

Why Investors Should Pay Attention to Millennials

Insights | 05.01.19

By The Numbers May 2019

Insights | 04.09.19

Broad-Based Rally in Q1

Insights | 04.02.19

By The Numbers April 2019

Insights | 04.01.19

Q1 2019 Market Review

Insights | 03.07.19

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

Insights | 03.06.19

By The Numbers March 2019

Insights | 03.06.19

Why Investors Are Eyeing Emerging Markets

Insights | 02.01.19

By The Numbers February 2019

Insights | 01.14.19

By The Numbers January 2019

Insights | 01.11.19

2018 Finished On a Sour Note

Insights | 01.11.19

Q4 2018 Market Review

Insights | 01.02.19

By The Numbers 2018: The Year in Review

Insights | 12.06.18

By The Numbers December 2018

Insights | 12.05.18

3 Reasons Why a U.S. Recession is Not on the Horizon

Insights | 11.06.18

By The Numbers November 2018

Insights | 10.04.18

Q3 2018 Market Review

Insights | 10.02.18

By The Numbers October 2018

Insights | 09.01.18

By The Numbers September 2018

Insights | 08.01.18

By The Numbers August 2018

Insights | 07.01.18

By The Numbers July 2018

Insights | 06.01.18

Q2 2018 Market Review

Insights | 06.01.18

By The Numbers June 2018

Insights | 05.01.18

By The Numbers May 2018

Insights | 04.06.18

Robert Paolucci, CEO attends the tenth-annual Barron’s Top Independent Advisors Summit

Insights | 04.06.18

John Hannigan, Managing Director attends the tenth-annual Barron’s Top Independent Advisors Summit

Insights | 04.01.18

Q1 2018 Market Review

Insights | 04.01.18

By The Numbers April 2018

Insights | 03.01.18

By The Numbers March 2018

Insights | 02.01.18

By The Numbers February 2018

Insights | 01.01.18

By The Numbers January 2018

Insights | 01.01.18

Q4 2017 Market Review

Insights | 10.01.17

Q3 2017 Market Review

Accolades

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Awarded to Robert S. Paolucci,
2024, 2023, 2022, 2021, 2020 & 2019

Awarded to Colin M. Dugan
2024 & 2023

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Awarded to Robert S. Paolucci,
2024, 2023, 2022, 2021

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Awarded to Colin M. Dugan

2023

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2023, 2022

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Awarded to Theresa V. Donatelli

2024

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Fastest Growing RIAs in America
Connecticut, 2022

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All awards are received by the firm, unless indicated otherwise. Each award has its own methodology and criteria, where in certain instances, fees may be paid for the award and/or the use of marketing material. Awards received are not endorsements, no guarantee as to future investment success or guarantee the award will be received again in the future, and should not be construed as such. Such details can be found in the Disclaimer link can be found here.

The client retention information pertains to the period from January 1, 2019, to December 31, 2022. This data is gathered on an annual basis, utilizing the client data associated with households at the Advisor's custodian. The report conducts a comparison of similar households from the preceding year, identifying any disparities to calculate the comprehensive rate.

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