Titletown Wealth Management, LLC

Adam Gafner is a financial advisor with Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His prior work includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, and LPL Financial. He is also an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning services, using strategies such as asset allocation, dollar-cost averaging, and technical analysis. The firm manages approximately $150 million in assets and operates with a small advisory team, offering clients access to insurance products without a stated minimum account size.

Gary Brewton is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative at Titletown Wealth Management, LLC in Green Bay, WI. His prior roles include positions at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, LPL Financial, and Wells Fargo Advisors. Brewton is also a licensed agent involved in fixed insurance products as part of his financial planning services. Titletown Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs various investment approaches tailored to client objectives and risk tolerances, and accounts are primarily custodied through Charles Schwab and LPL Financial.