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 &

January 2019

“With Congress unable to pass a bill with Trump’s desired $5.6B for a border wall, and with the President currently refusing to back down, some creativity may be required to pass a spending bill. . . Resolution (to the shutdown) is important to settling highly volatile markets, as the current impasse will shave 0.1% off of GDP every two weeks according to the Council of Economic Advisors, while also dampening appetite for risk assets…”

Economic & Market

Opportunity Zones: An Overlooked Impetus for Municipal Credit Enhancement

“As capital flows into Opportunity Zones, we are actively looking for localities with the best prospects … Weeding through Opportunity Zone tracts early in their evolution offers our research team an ability to identify municipal issuers with overlooked future credit prospects.”


High Drama in Washington:
Policy Heroines or Unfolding Greek Tragedy?

“Outside of a cottage industry of Fed watchers, people do not wait with bated breath for Fed speeches and Policy Minutes releases. Accepting this reality, today’s policy drama may best be envisioned as a plot summary to a gritty film noir drama…”



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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