McGlone Suttner Wealth Management, Inc.

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McGlone Suttner Wealth Management, Inc. We are a Registered Investment Advisory Firm that acts as a fiduciary for our clients. Your Future. Our Focus".

Our mission is to provide honest and objective advice for an exclusive number of clients focused on active, long term, personal client relationships. As a Registered Investment Advisory Firm, we believe in a client-centric approach that centers around "Your Family. We act as fiduciaries for our clients, always putting their interests first and establishing long-term relationships based on active, personal engagement. Our mission is to provide honest and objective advice, while strongly advocating for education and transparency. We firmly believe that knowledge empowers our clients to make informed decisions about their finances, and that transparency builds trust and confidence. Our staff is truly dedicated to investing in you, driven by a genuine care and concern for your well-being and long-term financial goals. We understand that change is a constant in life, and our goal is to listen and understand the changes our clients are experiencing, providing guidance and support to help them navigate through these events. Ultimately, our focus is on investing in you, helping you achieve financial peace of mind and a secure future for your family.

Considering a vacation home? 5 questions to determine if you’re ready.
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Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

What would happen to your loved ones if you were gone? Make financial preparations today.
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What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury ...
10/05/2026

Stocks ended last week mixed as a tug-of-war between strong economic data, cooler job growth, and decades-high Treasury yields played out. The Standard & Poor’s 500 Index edged down 0.27 percent, while the Nasdaq Composite Index rose...

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/05/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Do you need umbrella insurance? Find out more.
10/02/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math migh...
09/30/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

There are benefits and limitations when using a living trust.
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There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, decl...
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Stocks advanced last week as the broad market looked past inflationary pressures and focused on falling oil prices, declining bond yields, and ongoing diplomatic efforts in the Middle East. The Standard & Poor’s 500 Index rose 1.22...

Investors should understand the ways in which financial professionals are compensated for the services they provide.
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Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Considering alternative investments? It’s critical to sort through the complexity.
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Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Address

3501 East Evergreen Drive Suite A
Appleton, WI
54913

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm

Telephone

+19207333872

Website

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