Principle Wealth Partners

Financial Services - Madison, CT, US

Principle Wealth Partners Employees
Julina Ogilvie

Partner, Director of Business Development

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Robert Paolucci

Founder / CEO

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John Hannigan

Wealth Advisor & Director - Financial Planning

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Katye Gemma

Managing Director

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Barbara Gambino

Executive Assistant

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Andrew Cialek

Director of Finance and Analysis

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Denise Cote

Client Service Specialist

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Principle Wealth Partners Senior Management
Robert Paolucci

Founder / CEO

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Katye Gemma

Managing Director

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Alissa Amara

Chief Operating Officer

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Principle Wealth Partners Details

Principle Wealth Partners is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families and institutions.Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients.With over 70 years of experience, and a philosophy rooted in behavioral finance we provide our clients with a holistic, unbiased approach to wealth management.

Principle Wealth Partners logo, Principle Wealth Partners contact details
Employees: 20 - 49
HQ: 203-318-8892
Location: Madison, CT, US
Revenue: 2.5 - 5 Million
Investment Management Financial Planning Retirement Planning Tax Management Estate Planning Charitable Giving Wealth Management
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