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 1.3.2022

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 &

January 2022

“Over the last two years, municipal sectors have been allocated nearly $1.7 trillion in funds…This is reflected in our sector outlooks, all of which have improved from the year prior with one exception – Healthcare.”

Economic & Market

2022 Municipal Sector Outlook

“The past year revealed a major shift in sentiment for many sectors of the municipal market. As we move into 2022, all of our sector outlooks have improved from the prior year with one exception.”


Reframing Perceptions of Portfolio Risk

“Thinking about risk a bit differently can be revealing. Individual interpretations vary which is why applying traditional investment techniques and individualized approaches are both essential parts of the equation.”



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.

Meet the Team