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 5.1.23

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 &

May 2023

“Q1 GDP missed, +1.1% vs. +1.9%, yet below the surface it was a fairly strong report.”

Economic & Market

Debt Ceiling Drama: Thoughts and Implications

“The debt ceiling refers to a limitation imposed by Congress back in 1917 that caps the amount of outstanding debt that the US can offer. Currently $31 trillion, the debt ceiling relates to Treasury’s ability to fund appropriations Congress has already approved, not future spending. The task faced by policymakers is hardly new – Congress has raised or extended the debt ceiling 78 times since 1960.”


Building Strength Through Diversity

“Human capital lies at the heart of business as well as society at large . . . The subject of diversity, equity, inclusion, and belonging (“DEIB”) transcends academic analysis and has recently taken on a heightened cultural focus.”



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