Principle Wealth Partners (PWP) is excited to announce that Robert (Bob) S. Paolucci, CFP®, Founder & CEO, was named to Barron’s 2022 list of the top 1200 advisors for the second consecutive year. Barron’s rankings recognize the top financial advisors in the country, organized by state.

“It is an honor to be named once again by Barron’s as one of the top advisors in the country. I am very proud of PWP’s team for its dedication to our mission,” said Bob. “Our purpose is to have a positive impact on our clients’ by helping them live better lives, and without the drive and commitment of each PWP professional, this would not be possible.”

To be considered for this award, advisors must fill out a comprehensive survey on their practice, which is then verified and used to generate a ranking, considering assets, revenue, quality of practice, and a variety of other quantitative and qualitative factors. According to Barron’s, the rankings “are meant as a starting point for clients looking for an advisor – a first-pass vetting that can help investors narrow their search.” Of course, we encourage anyone who is interested in finding an advisor to get to know them personally, look at their background, and get third-party opinions.

PWP is a 100% employee-owned and operated SEC-registered investment advisor with offices in Madison, Westport, and Old Saybrook, Connecticut. PWP has over $2 billion in assets under management as of 12/31/2021, with clients in over 30 states. 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.

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 Barron’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 Barron’s or Dow Jones & Company, L.P. 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, L.P. All rights reserved.