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Adam G
Series 63, Series 65
Green Bay, WI
Titletown Wealth Management, LLC
Adam Gafner is a financial advisor at Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at firms including Conceptual Financial Advisors, LLC, Woodbury Financial Services Inc., Bank Mutual, LPL Financial, and Associated Investment Services, Inc. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs various investment approaches tailored to client objectives and risk tolerances and manages roughly $150 million in client assets through a small advisory team.
Gary B
CFP®, Series 63, Series 65
Green Bay, WI
Titletown Wealth Management, LLC
Gary Brewton is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Titletown Wealth Management, LLC, where he has worked since 2020. His prior experience includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, LPL Financial, Wells Fargo Clearing, Associated Investment Services, and Chase Investment Services. Brewton is also licensed as a fixed insurance agent. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services, offering tailored advisory work without a stated minimum account size. The firm manages approximately $150 million in assets across a large client base and incorporates approaches such as asset allocation, dollar-cost averaging, and technical analysis.
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