The Appleton Group, LLC

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Wealth Management Services

About Us

The Appleton Group is an independent Registered Investment Advisor offering objective and unbiased wealth management, research and investment advisory services. We are compensated solely for the investment management, research and fiduciary services we provide to our clients, and are in no way compensated by commissions of any kind. As a mid-sized privately held firm, we work to help individuals, families, foundations, and corporations build and manage more predictable, sustainable and profitable portfolios over time.

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