Emigrant Partners

Principle Wealth Partners LLC is an employee-owned investment advisory firm founded in 2017 and based in Madison, Connecticut, with additional offices in Westport and Old Saybrook. The firm primarily serves high net worth individuals, pension plans, profit-sharing plans, and corporations. It specializes in retirement planning, investment management, tax and estate planning, and a range of financial services. Using fundamental analysis, Principle Wealth Partners focuses on investments in the public equity market, with asset management led by an experienced executive team.

Moneco Advisors, based in Fairfield, Connecticut, offers a range of financial planning services that include investment management, retirement planning, tax strategies, insurance services, and legacy planning. The firm focuses on providing customized solutions designed to help clients meet their financial objectives and ensure their long-term security. By addressing various aspects of wealth management, Moneco Advisors aims to support individuals and families in navigating their financial journeys effectively.