Principle Wealth Partners (PWP) is excited to announce that Robert (Bob) S. Paolucci, CFP®, Founder & CEO, was named to the Forbes/Shook 2022 list of Best-in-State Wealth Advisors for Connecticut, marking the fourth consecutive year that Bob has been awarded this honor. Barron’s rankings recognize the top financial advisors in the country, organized by state.

“I am thrilled to be named again by Forbes/Shook as a Best-in-State Advisor. This is the result of the efforts of the entire PWP team and its dedication to our mission,” said Bob. “We strive to have a positive impact on our clients’ lives by helping them achieve their life and financial goals, and without the drive and commitment of each PWP professional, this would not be possible.”

The Forbes/Shook 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. Of course, PWP encourages 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.

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 2022 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 34,925 advisors were considered, and approximately 6,590 (approximately 18.9 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at

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. 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. Methodology: All rights reserved.