Discover Appleton Group Wealth Management

Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), offering objective and unbiased wealth management services to all investment management clients. We are compensated solely for the 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 are solely focused on providing investment advisory and management services and helping the investment community build and manage more consistent and profitable portfolios.

Perhaps one of the most exciting aspects of our firm is the care we’ve taken and the planning we’ve done to successfully enter the institutional marketplace. First, we’ve maintained a commitment to being a highly focused firm, offering a select number of wealth management offerings and clearly identifying areas in which we can add the most value. We’ve invested in our firm’s infrastructure to offer significant scalability, with our current asset capacity in excess of $1.6 billion (as of 12/31/2009). We remain a completely independent firm, ensuring that our wealth management discipline can be repeatedly delivered without conflicts of interest and always with the best interest of investors in mind. We have a culture of compliance that works to anticipate issues ahead of time, and that works closely with regulators and the compliance industry to stay ahead of our competition.

Our staff is experienced and knowledgeable, and we stand ready to serve you.

More…

Investment Philosophy

Our Mission

Our Staff

In the Community

FAQs