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McGlone Suttner Wealth Management
McGlone Suttner Wealth Management was founded in 2009 as a Registered Investment Advisor, a structure that legally binds the firm to a fiduciary standard.
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management was founded in 2009 as a Registered Investment Advisor, a structure that legally binds the firm to a fiduciary standard. Its client base spans individuals, high-net-worth families, and corporations, primarily within the Fox Valley region of Wisconsin. The firm's service model centers on long-term advisory relationships rather than transactional brokerage, with an emphasis on integrated financial planning. The firm deploys client capital across personalized portfolios designed to align with specific retirement, tax, and estate-planning goals. Asset allocation typically spans equities, fixed income, and cash-equivalent instruments, though McGlone Suttner does not publicly disclose a model portfolio or specific holdings. Its investment process begins with a review of existing positions, followed by the construction of a tailored strategy. The geographic footprint remains concentrated in the Upper Midwest, serving clients from a single office in Appleton. McGlone Suttner maintains a deliberately lean operational profile, with no additional offices, disclosed team size, or adjacent philanthropic or investment vehicles. The firm's scale is consistent with a boutique Midwestern wealth manager — its physical presence is limited to a single address on East Evergreen Drive, and its service menu is confined to the four pillars listed on its site: investment management, tax reduction planning, retirement planning, and family wealth planning. No recent operational events have been publicly reported. As a fee-only RIA, McGlone Suttner's structural differentiator is its fiduciary obligation — the firm cannot accept commissions or sell proprietary products, removing a common conflict of interest found in broker-dealer models. In an industry where many Wisconsin-based advisors operate under a hybrid or broker-dealer structure, this pure-RIA posture is a genuine architectural distinction, even if the firm's strategies and client outcomes remain private.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Appleton
Corporate office
3501 East Evergreen Drive, Suite A, Appleton, WI 54913, United States
Frequently asked questions
Is McGlone Suttner a fiduciary?
Yes. As a Registered Investment Advisor, McGlone Suttner is legally bound by a fiduciary duty that requires it to act in its clients' best interests. This distinguishes the firm from broker-dealers, who are held only to a suitability standard and can accept commissions. The firm's website explicitly identifies itself as an RIA providing 'honest & objective financial advice.'
How does McGlone Suttner construct client portfolios?
The firm reviews a client's current investments before designing a personalized portfolio aligned with their needs. While specific asset-class weights are not publicly disclosed, the service description implies a mix of equities and fixed-income instruments tied to retirement, tax, and estate-planning objectives. The firm does not promote proprietary funds or model portfolios.
Does McGlone Suttner manage money for institutions or just individuals?
According to the Altss research record, the firm serves individuals, high-net-worth individuals, and corporations. The corporate client base likely consists of small-to-midsize businesses in the Fox Valley area, though no specific institutional mandates have been publicly disclosed. The firm's service descriptions are oriented entirely toward personal financial planning.
Who makes investment decisions at McGlone Suttner?
The principals who make investment decisions have not been publicly identified. The firm's website lists no individual advisors, team members, or leadership bios. This opacity is common among smaller RIAs that market themselves as a practice rather than as a named group of portfolio managers.
Does McGlone Suttner run any philanthropic or trust structures alongside its RIA?
No adjacent philanthropic or trust vehicles are disclosed. The firm's service menu includes estate-planning assistance — primarily via titling and beneficiary designations — but it does not advertise an in-house trust company, donor-advised fund, or private foundation. Estate implementation is advisory, not custodial or administrative.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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