colin bob

"It's truly humbling to be recognized by Forbes for the fifth consecutive year. I'm thrilled to share this achievement with Colin, whose commitment to enhancing the well-being of his clients is truly commendable. His unwavering dedication and determination serve as a source of inspiration, and he deserves every bit of praise for his altruistic and relentless endeavors. This acknowledgment is a testament to the collective hard work and dedication of the entire team," stated Bob. "Each team member is focused on empowering our clients to achieve their goals, and together, we strive to provide consistent support for one another in pursuit of this mission."
 

"I'm genuinely honored to receive this recognition," remarked Colin. "And I extend this honor to every individual at Principle Wealth, whose tireless efforts are dedicated to serving our clients and assisting them in realizing both their financial and life objectives."

 
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.

 Principle Wealth (PW) is an independent Registered Investment Advisor (RIA) with offices in Madison, and Westport Connecticut. PWP 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, 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 2024 Forbes Best-In-State Wealth Advisors1 rankings was developed in coordination with SHOOK research. This award is based on an algorithm of qualitative criterion for advisors who have a minimum of seven years of experience. This algorithm2 is qualitatively based, through due diligence reviews and quantitative data, factoring revenue trends, assets under management, compliance records, industry experience, and the encompassment of standards of preferred best practices. The Advisor does not pay Forbes or Shook in exchange for either the nomination or recognition. However, the Advisor does pay a fee for any marketing materials used that include the award’s ribbon. Principle Wealth Partners is not affiliated with Forbes or Shook Research, LLC.

 1This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation.

 2Portfolio performance is not considered as a part of the criteria. Over 44,000 advisors were nominated and more than 23,000 were invited to complete a survey.