Appleton Group Wealth Management LLC provides both investment management services and investment advisory services to a wide variety of clients. Our clients include individuals, families, corporations, foundations and non-profit organizations. We believe strongly in providing these services with complete objectivity, and without the conflicts of interest that are present in so many of our competitors.
We also believe in the importance of transparency, voluntarily committing our firm to annual performance and operational audits. These audits are performed by an independent, certified public accounting firm using the Global Investment Performance Standards (GIPS®).