Johnson Financial Group

Appleton Group is a professional services firm specializing in investment and wealth management. They cater to a diverse clientele, including private clients, retirement plans, non-profit endowments, and financial institutions. The company's core offerings encompass wealth management, investment management, retirement sustainability analysis, tax-minimization strategies, and multi-generational wealth planning. Furthermore, they provide comprehensive employer-sponsored retirement plan solutions, encompassing fiduciary protection, participant engagement, investment management, administration, and tailored investment solutions.

Monterey Benefits is a provider of employee benefit plan management services, formed by the merger of two prominent, locally owned insurance agencies. The company specializes in managing a range of employee benefits, including group health, dental, disability, life, long-term care, and voluntary benefit products across the United States. By combining their resources and expertise, Monterey Benefits aims to deliver strong and effective insurance solutions, enhancing the value they provide to clients.

Cleary Gull Advisors specializes in investment advisory and wealth management services, catering to high-net-worth individuals, families, pilots, nonprofit hospitals, and senior living communities across the United States. The firm provides comprehensive financial advisory services, including guidance on domestic and cross-border mergers, acquisitions, private debt, and equity capital. Through its focus on personalized service, Cleary Gull Advisors aims to meet the unique financial needs of its diverse clientele, ensuring tailored strategies that align with their specific goals and circumstances.