What We Do Revolves Around You
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Our culture defines who we are and how we operate. With integrity, commitment and collaboration, we aim to meet the individual objectives of every client.
Douglas Chamberlain, CFA
President and Chief Executive Officer
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The Human Element
Appleton has built multi-faceted, multi-generational relationships through close personal engagement with our clients.
Objectivity
Clarity of Purpose
We work with you to develop well-defined and clearly communicated goals that guide our relationship.
Insight and Expertise
Comprehensive financial planning and investment capabilities, coupled with active coordination with outside specialists, allow us to address a diversity of individual, family, and non-profit needs.
Customization
Personalization lies at the heart of everything we do, because we believe successful wealth management must go beyond portfolio management. We start by truly understanding your situation and needs.
Adaptability
With flexible, nimble services, we’re able to react to shifting market conditions or a change in your circumstances.
Our Core Expertise
Since 1986, Appleton has been dedicated to delivering comprehensive solutions for our clients. Comprehensive financial planning and investment management capabilities allow us to address a diverse range of HNW and non-profit client needs.
Financial Planning
From portfolio management to charitable giving, trusts to wealth transfer, our commitment is to develop high-impact wealth management solutions tailored to your unique goals.
Investment Strategy & Portfolio Management
Our diverse range of research-based investment capabilities allow us to customize portfolios and asset allocation strategies to support your needs, whether securing your retirement, future asset preservation, or family or business investments.
Estate & Legacy Planning
Our comprehensive, personalized approach to estate planning recognizes the highly personal nature of this process and is designed to help you and your family manage what can be a confusing and emotionally challenging process.
Wealth Perspectives
These briefs highlight real-world situations we regularly work through with private clients. By sharing these insights, we hope to create awareness and encourage positive action.
More Wealth Perspectives
As an independent, 100% employee-owned firm and a fiduciary, our advice is strictly driven by your interests. We view professionalism and integrity as cornerstone values of our business.