Theresa Award

Principle Wealth (PW) is excited to announce the recognition of Theresa V. Donatelli, Senior Wealth Advisor, as one of Forbes 2024 Top Women Wealth Advisors Best-In-State for Connecticut. Chosen from a pool of approximately 10,805 nominations, this distinction underscores Theresa's commitment to her clients and dedication to delivering excellent service to result in the best possible client outcomes.

"Excellence in providing tailored solutions and personalized advice is at the core of Principle Wealth's ethos," stated Robert S. Paolucci, Founder & CEO. "Theresa demonstrates an unwavering dedication to helping clients achieve their financial goals, and this prestigious accolade is a testament to her outstanding contributions. It also reflects the collective commitment and diligence of Theresa and the entire Principle Wealth team."

“I am deeply grateful for the recognition to be ranked as one of the Top Women Wealth Advisors Best-In-State in Connecticut, and I attribute this achievement not only to my passion to help others, but also the collaborative efforts of my colleagues,” remarked Theresa. "Our shared values and unwavering focus on our clients' financial well-being have been instrumental in attaining this honor, and I am thankful for the support and camaraderie within our team."

The Forbes Top Women Wealth Advisors Best-In-State rankings are developed by SHOOK Research and are based on comprehensive, in-depth qualitative and quantitative data. This includes telephone, virtual, and in-person interviews. Advisors must have a minimum of seven years' experience (one year at their current firm), and Forbes/Shook considers factors such as assets under management, client retention, client experience, team use and dynamics, community involvement, compliance records, industry experience, and meeting the highest standards of best practices. These rankings may provide an initial place for individuals and families looking for an advisor.  
Principle Wealth 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. The 2024 ranking of the Forbes’ Top Women Wealth Advisors Best–in–State 1 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 10,805 nominations were received. 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. Methodology: