Advertisement

Ad promo image large
  • Published Date

    January 18, 2020
    This ad was originally published on this date and may contain an offer that is no longer valid. To learn more about this business and its most recent offers, click here.

Ad Text

FORBES NAMES ROBERT PAOLUCCI 2019 BEST-IN-STATE WEALTH ADVISOR 66 It's an honor to be ranked among the best advisors in the field, but the greatest recognition comes from our clients who have trusted our guidance to help them ROBERT S. PAOLUCCI, CFP® CEO & FOUNDER and their families realize their investment and wealth 203.318.8892 management goals." ROBERT S. PAOLUCCI, CFP PRINCIPLE WEALTH PARTNERS The 2019 Forbes Best-In-State Wealth Advisors 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 algorithm 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 prefered best practices. Portfolio performance is not considered as a part of the criteria. 21,138 advisors were nominated and 2,213 were recognized for the award. 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 Fortbes or Shook Research, LLC. This 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. Forbes Principle Wealth Partners LLC is an SEC registered investment advisor. Advisory services are only offered to clients or prospective BEST-IN-STATE clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure. WEALTH ADVISORS 2019 SHOOK RESEARCH rpaolucci@principlewealthpartners.com I 670 Boston Post Rd., Madison CT 06443 I principlewealthpartners.com FORBES NAMES ROBERT PAOLUCCI 2019 BEST-IN-STATE WEALTH ADVISOR 66 It's an honor to be ranked among the best advisors in the field, but the greatest recognition comes from our clients who have trusted our guidance to help them ROBERT S. PAOLUCCI, CFP® CEO & FOUNDER and their families realize their investment and wealth 203.318.8892 management goals." ROBERT S. PAOLUCCI, CFP PRINCIPLE WEALTH PARTNERS The 2019 Forbes Best-In-State Wealth Advisors 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 algorithm 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 prefered best practices. Portfolio performance is not considered as a part of the criteria. 21,138 advisors were nominated and 2,213 were recognized for the award. 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 Fortbes or Shook Research, LLC. This 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. Forbes Principle Wealth Partners LLC is an SEC registered investment advisor. Advisory services are only offered to clients or prospective BEST-IN-STATE clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure. WEALTH ADVISORS 2019 SHOOK RESEARCH rpaolucci@principlewealthpartners.com I 670 Boston Post Rd., Madison CT 06443 I principlewealthpartners.com