Principle Wealth
Principle Wealth 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 100 years of experience and a philosophy rooted in behavioral finance, we provide our clients with a holistic, unbiased approach to wealth management.
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Verified contacts
27
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
226
organic / mo
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Decision-makers and verified team members
27 contacts with verified email or phone · masked until revealed.
- JO
Julina Ogilvie
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - AC
Andrew Cialek
Wealth Advisor · Finance & Accounting
EmailPhone - LM
Laura M. Trutnau
Client Services Manager · Customer/Client Service
EmailPhone - BG
Brian Gendron
Client Service Associate · Customer/Client Service
EmailPhone - DC
Denise Cote
Executive Assistant · General Business & Management
EmailPhone - MO
Megan Omarra Maruzo
Senior Wealth Advisor at Principle Wealth Partners · Other
EmailPhone - JH
John Hannigan
Senior Wealth Advisor & Director - Financial Planning · Other
EmailPhone - KF
Kyle Farrell
Senior Investment Specialist · Finance & Accounting
EmailPhone - CM
Christopher MacCa
Client Service Manager · Customer/Client Service
EmailPhone
Showing 9 of 27 verified contacts
Top roles at Principle Wealth
20 distinct titles indexed · top 10 shown.
- 3relationship manager
- 2chief compliance officer
- 2client service manager
- 2executive assistant
- 2senior wealth advisor
- 2wealth advisor
- 1administrative assistant
- 1associate director client services
- 1client service associate
- 1client services manager
- +10more titles
Sign up to unlock all 27 contacts at Principle Wealth
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