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.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
09/02/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

If you thought that payouts from life insurance are tax-free in all cases, think again.
08/31/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sent...
08/31/2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech. The Standard & Poor’s 500 Index gained 0.49 percent, while...

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
08/28/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Second homes have unique risks and insuring them is different than a primary home.
08/26/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Inde...
08/24/2026

Stocks declined last week as global investors fretted about oil-supply-induced inflation. The Standard & Poor’s 500 Index declined 1.43 percent, while the Nasdaq Composite Index slid 2.05 percent. The Dow Jones Industrial Average...

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
08/24/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
08/21/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
08/19/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at i...
08/17/2026

Stocks were mixed over a sleepy summer week, as cooling inflation lifted markets while sluggish retail sales nipped at investor sentiment. The Standard & Poor’s 500 Index added 0.36 percent, while the Nasdaq Composite Index edged up 0...

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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