Financial advisors who partner with Appleton get more than just investment management solutions. You’ll gain a partner in the growth of your practice.explore appleton
assets under management
as of 11.2.2020
Private Client Services
We combine time-tested foundations of successful relationship management with our unique approach to provide solutions tailored for your specific needs.see how we do it
of wealth management
Sharing our perspectives concerning market conditions, outlooks and trends enhances client collaboration. Here’s what we’re talking about this month.
“While not receiving top billing in the media, 128 measures were on the ballot at the state and local level in the Nov. 3 election. These measures can have an important impact on state and local credit trends…”Learn More
Economic & Market
Operating in a Low Yield Environment
“Riding a multi-decade fixed income bull market, municipal bond yields have fallen to levels not seen since the Eisenhower presidency. For those not well versed in American political history, that would be the 1950s, a time period that predates the professional experience of nearly all of today’s financial advisors…”Learn More
What’s in Your Index?
“We feel your primary benchmark should be your financial plan and that’s what we manage towards…while we often speak about “the market”, what matters most is how your portfolio works for you…”Learn More
Owned and Operated
Independent. Experienced. Committed.
We operate based on a long history of successful client relationships, and a set of defining beliefs for the way wealth management should be.Learn About Us
A Culture of Expertise and Shared Values.
Our experienced team proudly fosters an environment of collaboration and dedication, which is evident to those who work with us.Meet the Team