"I am honored to receive this prestigious award, marking my fourth consecutive year as one of the top advisors in Connecticut and nationally," said Bob. "At Principle Wealth, our team collaborates tirelessly to ensure our clients reach their financial goals to enhance their well-being. This accolade is a testament to the dedication and commitment of every member of our team. We take pride in the enduring relationships we've cultivated with our clients over the years."

In order to be considered for this award, advisors must complete a comprehensive survey on their practice, which is then verified and used to generate a ranking, taking into account 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.”
Principle Wealth (PW) is an independent Registered Investment Advisor (RIA) with offices in Madison, and Westport, Connecticut. PW manages over $2.2 billion in assets for clients in over 30 states, as of 12/31/2023. PW provides comprehensive investment management, financial planning, retirement planning, fiduciary services, family office, estate planning, charitable giving, and tax management services to entrepreneurs, executives, families, and businesses. With over a century of combined experience and a philosophy rooted in behavioral finance, PW 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. 
Source: Barron's “Top 100 1,200 Financial Advisors,” March, 2024. Barron’s “Top 1,200  Financial Advisors” bases its ratings on qualitative criteria provided by a 102 question survey and verified through regulatory data, which provide a ranking framework.  Additional criteria reviewed include experience, acceptable compliance records, formal succession plans, high client retention, advanced degrees and industry designations, the size and shape of their teams, and philanthropic work. 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.