Appleton Wealth Management:
What We Do Revolves Around You

Our team combines deeply personal advisory relationships with customized portfolio management – offering you and your family a true partnership. As an independent, employee-owned fiduciary, we have helped clients protect and grow their financial legacies with clarity and confidence for more than four decades.

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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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Our Core Expertise

Since 1986, Appleton has been dedicated to delivering comprehensive solutions, allowing us to address a diverse range of client needs.

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.

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.

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.

Integrated planning

Financial, estate, and related planning are not disconnected services; they work in unison to frame your wealth management strategy and lie at the core of each relationship.

Access to advice

When it matters most, we help manage the opportunities and challenges that define your financial life: inheritance, divorce, business sales, retirement, and other events.

Purposeful, research-driven investing

Our actively managed portfolios are built with fundamental analysis and high conviction.

Tax-aware income solutions

We offer a diversity of tax-efficient institutional income strategies complemented by distribution planning tailored to individual circumstances.

Connected professional relationships

We are often the first call when financial situations occur, coordinating with your family members, legal advisors, accountants, and other professionals.

Continuity, accessibility, and responsiveness

Our long-tenured personnel pride themselves on being there for you – today and tomorrow.

Wealth Perspectives

08.05.2026

August 2026

"The past month brought a suite of positive inflation releases. Inflation was expected to have improved in the month of June, and releases met or exceeded expectations. Falling energy prices during what proved to be a temporary lull in Iran hostilities were the main driver, but there were some interesting details as well; in particular, CPI inflation saw an unexpected drop in rental costs, and wireless phone services were one of the larger detractors..."

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10.19.2023

SECURE Act 2.0: What it Means for Retirement Planning

"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."

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Wealth Management Briefs

What You Should Know

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.

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