Wisconsin's leading independent investment manager and advisor.
Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), offering objective and unbiased wealth management, research and investment advisory services. We are compensated solely for the investment management, research and advisory services we provide to our clients, and are in no way compensated by commissions of any kind. As a small privately held firm, we work to help individuals, families, foundations, and corporations build and manage more predictable, consistent and profitable portfolios over time.
Our firm proudly offers a suite of risk-managed growth portfolios, a complete suite of risk-managed asset allocation portfolios, cutting-edge investment research using Appleton Group's proprietary clearTREND™ technology, expert corporate retirement plan services, private-client financial planning services, and an active personal retirement plan management program.
Experts in investment management, trend research, advisory, and corporate retirement plan services.
Today's dynamic markets require flexibility, experience and discipline. Our staff of expert investment managers and advisors are dedicated to helping you meet your financial goals on schedule, regardless of market and economic conditions. We offer...
- Quarterly, in-person reviews with your personal advisor
- Detailed, personalized portfolio progress reports
- Access to our own cutting-edge research, analysis and market commentary
Experience matters, and our suite of investor solutions have stood the test of time. Our professionally managed portfolios are built to navigate both cooperative and uncooperative economic environments. Our portfolio performance is audited annually, and we strive to meet our industry's highest reporting standards. We are...
- Resilient, successfully navigating a decade of economic stress
- Dedicated to full transparency, liquidity and stability
- Committed to the highest level of integrity, ethics, and professionalism