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 8.2.2021
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.
“President Biden signed the $1.9T American Rescue Plan Act in March to aid economic recovery from the COVID-19 pandemic. State governments were among the largest beneficiaries, receiving $195B…most states have been slow to deploy this federal aid and a dozen have yet to spend any of the funds…”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
Practical Reflections on Inflation
“For the sake of argument, let’s accept that inflation could be a risk. If so, how might this impact asset allocation strategy?”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