McGlone Suttner Wealth Management of Fox Crossing

McGlone Suttner Wealth Management is a wealth management firm in Fox Crossing, WI. Serving clients in the Appleton area, this fiduciary Registered Investment Advisory Firm specializes in comprehensive financial planning and personalized wealth management. Their services include investment management, retirement planning, tax reduction planning, family wealth planning, and financial strategies regarding debt and cash management. The firm holds a 5.00 rating.

The firm focuses on a client-first approach centered on understanding unique family goals and providing objective advice through every stage of life. Their professional team, which includes senior partners Thomas J. Suttner, CFP®, CLU, ChFC and Jason A. McGlone, CFP®, MSFS, provides specialized services such as custom portfolio design, ongoing investment monitoring, and employer-sponsored retirement plan guidance. Beyond investment management, they offer assistance with estate plan implementation through titling and beneficiary designations, as well as regular client communications through newsletters and tax reports to keep individuals informed.

The business maintains a well-optimized website that search engines read cleanly, ensuring their professional information is easily accessible.

McGlone Suttner Wealth Management provides experienced financial guidance and tailored strategies to help families in Fox Crossing achieve long-term financial peace of mind.