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 2.1.2021

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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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 &

March 2021

“It is our belief, as outlined in a newly published white paper, that active bond managers have considerable advantages relative to passive strategies during times of cyclical change.”..

Economic & Market

Municipal Strategy:
Actively Managing Times of Change

“Recent rate spikes have come off historic lows, and we believe the pace of rate pressure has unnerved markets far more than still low yield levels.  Appleton views market cycle adjustments as environments in which value can be found…and it is our belief that rising rates and other sources of volatility often allow active municipal separate account managers with research expertise to outpace passive approaches…”


Looking Ahead to a Post-Pandemic World

“What can we learn from these trying times? … This year has shined a spotlight on risk, most notably a need to proactively prepare for it.  As advisors, this speaks to several financial planning fundamentals…”



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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