Community

Appleton Group Wealth Management’s commitment to our community runs deep.  Our firm is an avid supporter of a wide variety of local and state non-profits, including the following:

St. Elizabeth Hospital Community Foundation
Theda Clark Medical Center Foundation
Appleton Medical Center Foundation
Fox Valley Symphony
White Heron Chorale
Trout Museum of Art
Lawrence Academy of Music
Lawrence University – Conservatory of Music
Appleton North High School Theater Department
Fox Valley Christian Academy
NAMI – Fox Valley
Fox Valley Women’s Fund
American Cancer Society

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Contact Us

Appleton Group Wealth Management LLC
100 W. Lawrence St.
Appleton, WI 54911
Phone: 920.993.7727
Fax: 920.993.7779
Email: info@appletongrouponline.com

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1 © 2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Data as of 09/30/2010. The Morningstar Rating™ for separate accounts, commonly called the star rating, is a measure of a separate account's risk-adjusted return, relative to other separate accounts in the same Morningstar Category. Separate accounts are rated 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star. Separate accounts are rated for up to three periods (three, five and 10 years), and ratings are recalculated each quarter. The Morningstar Rating for separate accounts uses an enhanced risk-adjusted return measure, which accounts for all variations in a separate account's monthly performance, with more emphasis on downward variation. Separate accounts are ranked against others in the same category and stars are assigned as follows: Top 10% 5 stars, Next 22.5% 4 stars, Middle 35% 3 stars, Next 22.5% 2 stars, Bottom 10% 1 star.

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