Experience
Matters

Since Appleton’s founding in 1986, our portfolio managers have weathered differing economic environments, and helped guide multi-generational client relationships.

We’re committed to maintaining our clients’ trust by offering financial planning and investment strategies that address multidimensional needs and long-term objectives.

Here For You.

When we say we’re client-focused, we mean it. Appleton’s business model is designed to allow our team to establish and maintain personalized relationships with financial advisors and private clients.

Aligned With
Your Goals.

As an independent firm, we’re solely focused on finding the right investment and planning solutions for our clients, and manage portfolios and deliver services accordingly.

Always
Transparent.

Transparency in the relationship management and investment process is what our clients expect and deserve. Couple that with access to decision-makers and your partnership with us promises to be enriched.

True to
Our Beliefs

There’s a lot to be said for companies that not only span the test of time, but enjoy consistent growth and success across changing market environments. Appleton’s values and beliefs frame our decisions and are the basis of our future, and we’re proud to apply this experience for our clients’ benefit.

  • 1Manage every relationship and each account based upon the unique needs of our clients.
  • 2We believe that the best approach to achieving specific investment objectives is through separate account management.
  • 3Offer objective advice and customized solutions that address our clients’ individual needs and aspirations.
  • 4Leverage insight into markets and financial planning complexities to help inform our advice and decision-making.

News and Announcements

Keeping clients informed about our firm, its employees and engagement in the marketplace are integral to our values of accessibility and transparency. We are pleased to share what’s happening and welcome your feedback.

03.25.2020

Appleton Partners: Business Continuity and Client Communication

With the effects of Coronavirus unfolding daily, we wanted to share steps being taken at Appleton Partners to ensure the interests of our clients, business partners and employees are protected.

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03.25.2020

Appleton Partners Enhances Technology & Operations Infrastructure

Punit Shetty has joined Appleton as Vice President, Senior Business Analyst.  He will be involved in the analysis, design, implementation and strategic integration of data and technology services.

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01.30.2020

Appleton Partners Website Named AVA Digital Awards 2020 Platinum Winner

Appleton Partners is pleased to announce that our website, designed in collaboration with Fishnet Media, a marketing agency based in Portsmouth, NH, received a 2020 AVA Digital Award at the platinum level.

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01.07.2020

Appleton Partners Cited In Forbes As A Top Wealth Manager

Appleton Partners is excited to announce that our firm was ranked 2nd among the top 100 Wealth Managers in a recent publication of Forbes.  RIA Channel ranked the top wealth management firms of 2019 on behalf of Forbes based on proprietary criteria that factored in size and growth in assets.

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Appleton in the Community

One of the ways we build great relationships is by being actively involved in the communities in which we and our clients live.

Meet the
Appleton Team

Get familiar with our people! Our team of experienced professionals is committed collaboratively working on behalf of our clients.

Work at
Appleton

Interested in joining the Appleton team? Please contact Michele Hubley, Director of Human Resources, at 617-338-0700.