Business Details
Trusted Financial Advisers in Connecticut | Principle Wealth Partners
Principle Wealth Partners is an award-winning, independent wealth management firm dedicated to placing clients' goals at the center of every decision. As fiduciaries, we uphold the highest standard of care, offering financial planning, asset management, and multi-generational wealth strategies tailored to high-net-worth individuals, families, and institutions. With decades of combined experience, our team of credentialed professionals delivers personalized solutions designed to achieve long-term financial success.We prioritize transparency, ethical practices, and client education, ensuring every strategy aligns with individual aspirations. Our commitment to excellence is reflected in our 94% client retention rate and recognition as one of the fastest-growing RIAs in America.
Services
Financial Planning
Asset Management
Wealth Strategies
Retirement Planning
Tax Optimization
Estate Planning
Fiduciary Services
Investment Advisory
Risk Management
Portfolio Management
Highlights and features
- We uphold the fiduciary standard, prioritizing client interests above all.
- Our team holds advanced designations like CFP, CIMA, and CPWA.
- 94% client retention rate demonstrates long-term trust and satisfaction.
- Award-winning recognition as a top RIA by Barron's and Forbes.
- Multi-generational wealth strategies tailored to complex financial needs.
Associations and certifications
- SEC Registered Investment Advisor
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve long-term goals, addressing retirement, education funding, and risk management. We analyze cash flow, tax implications, and investment strategies to build holistic plans. Clients benefit from ongoing adjustments aligned with life changes and market conditions.
Asset Management
We offer tailored asset management focusing on diversified investment strategies and risk-adjusted returns. Our approach combines modern portfolio theory with behavioral finance insights. Regular performance reviews ensure alignment with evolving financial objectives and market dynamics.
Estate Planning
Our estate planning service minimizes tax liabilities while ensuring seamless wealth transfer across generations. We coordinate with legal professionals to implement trusts, wills, and gifting strategies. The goal is preserving family legacies and charitable intentions efficiently.
Retirement Planning
We design retirement plans that balance current needs with future security, optimizing Social Security and pension benefits. Our strategies focus on sustainable withdrawal rates and tax-efficient income streams. Clients receive scenario analyses to prepare for market volatility in retirement.
Tax Optimization
Our tax optimization service identifies strategies to reduce liabilities through tax-advantaged accounts and investment timing. We collaborate with CPAs to coordinate estate, income, and capital gains tax planning. The approach emphasizes compliance while maximizing after-tax returns.
People
Julina L. Ogilvie
Partner | Wealth Advisor
Julina Ogilvie specializes in wealth management for high-net-worth families, combining CIMA and CPWA expertise to create customized investment strategies. With over 15 years in the industry, she focuses on intergenerational wealth transfer and behavioral finance principles.
John P. Hannigan
Senior Wealth Advisor
John Hannigan leads financial planning initiatives with CFP certification, emphasizing retirement income strategies and tax-efficient investing. His 20-year career includes developing proprietary tools for client-specific scenario analysis and risk management frameworks.
Colin M. Dugan
Senior Wealth Advisor
Colin Dugan provides comprehensive wealth planning solutions, leveraging CFP and CEPA credentials to advise business owners on exit strategies. He specializes in integrating concentrated stock management with overall portfolio construction for executives.
Andrew J. Cialek
Senior Wealth Advisor
Andrew Cialek combines ChFC and CEPA expertise to guide business owners through succession planning. His focus areas include multi-generational wealth transfer and charitable giving strategies, with 18 years of experience in complex financial planning scenarios.
Cynthia J. Griffith
Director | Fiduciary Services
Cynthia Griffith oversees fiduciary operations with legal expertise and AEP designation. She specializes in trust administration and estate settlement processes, ensuring compliance with regulatory requirements while maintaining client family dynamics.
Questions
What services does Principle Wealth Partners offer?
We provide financial planning, asset management, estate planning, retirement strategies, tax optimization, and fiduciary services tailored to high-net-worth individuals and families.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisors, we operate under a fiduciary standard, legally obligated to prioritize client interests in all recommendations.
What is your minimum investment requirement?
We work with clients having at least $1 million of investable assets to ensure we can provide comprehensive, tailored wealth management solutions.
How do you approach investment management?
Our approach combines modern portfolio theory with behavioral finance insights, focusing on diversified strategies that balance risk and return objectives for long-term growth.
What credentials do your advisors hold?
Our team includes CFP®, CIMA®, CPWA®, ChFC®, and CEPA® professionals with decades of combined experience in complex wealth management scenarios.
How often do you review client portfolios?
We conduct quarterly performance reviews and annual comprehensive plan updates, with additional adjustments made as needed for significant life events or market changes.
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