Founded in 1999, Appleton Group, Inc. is an independent, employee-owned wealth management firm based in Wisconsin. The company operates on a fee-only basis, meaning its revenue comes directly from clients, not from commissions on financial products, aligning its interests with those of its clients. Its core services include discretionary investment management and holistic financial planning for individuals, families, and institutions, with a mission to provide objective advice and build long-term client relationships based on trust and integrity.