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Appleton Group Wealth Management LLC
100 W. Lawrence St.
Third Floor
Appleton, WI 54911
Phone:  1 866 993 7727
Local : 1 920 993 7727
FAX:      1 920 993 7779


Whether you're a professional investment advisor, broker, attorney or tax practitioner, your clients can benefit from an introduction to Appleton Group Wealth Management LLC. We have many existing relationships with professionals just like you who are genuinely concerned about the financial well being of your clients.

Discover Appleton Group Wealth Management

Peter Mutschler

Director - Advisor Relations

Peter Mutschler
Peter serves the advisory community by establishing both formal and informal relationships with professionals just like you. Peter's fluency with The Appleton Group Wealth Management DisciplineTM can help you develop a better understanding of the benefits of our discipline, help determine client suitablility, developing appropriate performance expectations, and share ways in which we serve existing clientele.

Advisor Services
Our services to advisors are many, and at their core help your clients meet their investment objectives with as little risk as necessary.

We will help you -

-Better understand the many benefits of The Appleton Group Wealth Management DisciplineTM

-Develop stronger, more long-lasting client relationships

-Manage and grow your practice

-Provide ongoing investor and advisor education and communication

-Serve your clients without conflicts of interest and with their best interest always in mind

© 2008
The Appleton Group LLC
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