Advisor Partnerships

Financial advisors who partner with Appleton get more than just investment management solutions. You’ll gain a partner in the growth of your practice.

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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.

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of wealth management


Sharing our perspectives concerning market conditions, outlooks and trends enhances client collaboration. Here’s what we’re talking about this month.

Review &

September 2021

“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…”

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…”


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?”



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.

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Cohesive Team

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.

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