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 for advisors
assets under management
As of 9.30.2019
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.
“For those looking to put cash to work on a temporary basis, or simply wishing to maintain liquid, high quality assets, ultra-short accounts with an ability to tactically allocate between VRDNs and short munis as relative value changes may have appeal…”Learn More
Economic & Market
Opportunity Zones: A Look at Potentially Winning Models
“Opportunity Zones are fast becoming a real estate development buzzword, as powerful tax incentives unleashed by the 2017 Tax Cuts and Jobs Act sparks a proliferation of private capital investment into economically stressed census tracts…”Learn More
Demystifying and Demilitarizing Trade
“In a recent speech concerning risks to the US economy, noted economist Robert Shiller discussed the term “trade war” and how its meaning has evolved over time…”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