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 10.1.2021
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.
“Macro trends are growing in importance as bond issuers grapple with a highly unusual environment…this analysis is an important input into our assessment of individual credits and their ability to respond to current challenges…”Learn More
Economic & Market
Uncle Sam Bolsters Municipal Budgets
“Passage of the American Rescue Plan was challenging, yet the outcome was clear in one respect – municipal budget conditions improved with the Bill’s signing…”Learn More
Breaking Through Behavioral Barriers in Personal Financial Planning
“Despite a tendency to think of personal finance in quantitative terms…we believe the best financial planning advice also considers an element of psychology…”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