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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12.5

Billion

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.

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35

Years

of wealth management

Insights:

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

Review &
Outlook10.06

October 2021

“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…”

Economic & Market
Commentary03.16

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…”

Quarterly
Perspectives09.30

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…”

More Insights

100%

Employee

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

53

Person

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.

Meet the Team