Emigrant Stakes $2.8B CT HNW Advisor Principle Wealth

Emigrant Partners announced that it has made a strategic minority investment in Madison, CT-based Principle Wealth Planners, an independent wealth manager overseeing $2.6B in client assets.

Principle Wealth Planners was founded in 2017 by Robert S. Paolucci and provides investment advisory services to high-net-worth individuals and their related trusts, estates, retirement plans, and corporations. The investment from Emigrant will allow the firm to expand its operations and establish a new flagship headquarters in Madison. Colchester Partners served as exclusive advisor to Principle on the transaction.

Emigrant has been active in the new year, recruiting Karl Ingram from Raymond James to lead identification of potential RIA investments and investing in Charlotte, NC-based RIA Novare Capital Management, which manages $1.8B in client assets.

Written By: Dakota

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Emigrant Stakes $2.8B CT HNW Advisor Principle Wealth

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