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.
“
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
”
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
- Portfolio construction
- Asset allocation
- Investment research
- Risk management
- Retirement and income planning
Financial Planning
- Cash flow planning
- Retirement planning
- Education funding
- Charitable giving strategies
- Insurance analysis
Tax Management
- Tax-efficient investing
- Tax-loss harvesting
- Capital gains management
- Retirement distribution strategies
- Collaboration with tax professionals
Estate & Legacy Planning
- Wealth transfer strategies
- Trust planning
- Family legacy planning
- Philanthropic planning
- Business succession planning
Integrated planning
Financial, estate, and related planning 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 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
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
