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 9.1.23

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 &

September 2023

“The markets expected Powell’s Jackson Hole speech to represent a major policy shift, akin to 2022’s “steely resolve to beat inflation.”  They were disappointed; Powell’s remarks were neutral enough that both hawks and doves came away believing he was in their camp.”

Economic & Market

Urban Budget Analysis Requires Looking Beyond The Headlines

“Extraordinary periods of time often introduce structural changes long after the precipitating event passes, and by many measures the impact of COVID-19 fits this pattern. The pandemic has changed many societal and economic dynamics, most notably through a dramatic increase in remote work arrangements.”


Diversification & Risk: A Deeper Look Can Be Revealing

“Atisa Dipamkara, a revered 11th century Buddhist philosopher, once said, “The greatest wisdom is seeing through appearances.” His insight into looking beyond first impressions resonates in today’s investment world. While diversification has long been touted as a means of mitigating risk, we recognize that it is far from solely determined by the number of securities held in an index or portfolio.”



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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