Principle Wealth Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Principle Wealth is an independent registered investment advisory firm offering wealth management and comprehensive financial planning services to individuals, families, and institutions. Based in Madison and Westport, Connecticut, the firm emphasizes a custom-tailored, client-centered approach designed to align financial strategies with clients’ long-term objectives, grounded in behavioral finance principles. With a focus on unbiased, holistic wealth management, Principle Wealth aims to address a range of financial planning needs by integrating investment oversight with strategic planning and risk management.

Serving a diverse client base within the financial services sector, Principle Wealth positions itself as a locally rooted advisory with a long-standing emphasis on independence to deliver individualized solutions. The firm has been recognized in industry outlets with notable milestones, including a designation among top U.S. RIAs, reflecting its established presence in the advisory landscape. The headquarters are located in Connecticut, and the organization operates as a small to mid-sized advisory with an emphasis on personalized service.

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