Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), offering objective and unbiased wealth management and advisory services to a wide variety of clients, including individuals, families, foundations, corporations, and more. We are compensated solely for the investment management 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 help our clients build and manage more predictable, consistent and more profitable portfolios over time.  We also help our clients identify exactly how much risk is really necessary to meet their goals on schedule, and advise them which investment strategies may be best.

We are currently accepting new investment management and private clients in the Fox River Valley area .  Many of our investment management services are available through third-party advisors as well. 

Contact us today to learn more.