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 6.1.2022

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 &

June 2022

“The growing “peak inflation” market consensus crashed into the “stalling growth” call in May, after Walmart and Target reported earnings misses … These announcements spooked the market, and the yield curve reacted by beginning to dial back rate hike expectations for the second half of the year.”

Economic & Market

Grappling with Volatility: Thoughts on the Equity Markets

Investors and businesses alike crave stability if not certainty, and a lack of such clarity often leads to market volatility. That has certainly been the case in 2022 with the S&P 500 off to one of its worst starts in years, having declined for 7 consecutive weeks during April and May and briefly trading into bear market territory (>20% decline). Setting aside the understandable anxiety associated with periods of market weakness…


The Gift of Giving

“The war in Ukraine is a tragedy on many dimensions, and along with our sympathies and concern for all those impacted, we offer a few wealth management and financial planning thoughts.”



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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