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 November 30, 2018

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 &

December 2018

“With nominal yields rising, the 10-Yr AAA muni ended November at 2.51% vs. 1.98% at the beginning of 2018.  With increased 2019 issuance likely, we anticipate good opportunities to put assets to work.  We also see an environment conducive to moving up in credit quality.”

Economic & Market

Special Tax Bonds:
Scrutinize Parents, Not Just Their Offspring

“Sometimes it’s prudent to dig more deeply, whether evaluating the risk of a child’s credit application, or a special purpose bond offering…Lending to the “child” without scrutiny of the “parent” is imprudent in our view.”


A Long Winning Season Forges Ahead

“Hall of Fame catcher and noted baseball sage Yogi Berra famously quipped, ‘It ain’t over till it’s over.’ His aphorism is usually taken as a never-say-die rallying cry for underdogs and longshots, but it’s also good advice when you’re riding the highs of a winning streak…”



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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