McGlone Suttner Wealth Management, Inc.

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.

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs da...
06/08/2026

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard...

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/08/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
06/05/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Does it make more sense to push back retirement, or not to retire at all?
06/03/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The McGlone Suttner Wealth Management Team is pleased to introduce the newest member of our firm, Nate Klutz, Wealth Adv...
06/02/2026

The McGlone Suttner Wealth Management Team is pleased to introduce the newest member of our firm, Nate Klutz, Wealth Advisor and Registered Investment Advisor Representative.

Nate began his career in financial services as a Personal Banker at KeyBank, where he focused on building meaningful client relationships and helping individuals make confident financial decisions. After a year of strong performance, he was selected for KeyBank’s Leadership Excellence Acceleration Program (LEAP), where he expanded his knowledge of financial planning and wealth management.

Please join us in welcoming Nate to the firm.
https://www.mcglonesuttner.com/team/nate-klutz

06/01/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
05/29/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
05/27/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
05/25/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

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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