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News & Announcements

11.02.2021

Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood

Margaret Brennan and Jennifer Hall, CFP® led a CBIZ sponsored webinar on financial matters faced by young adults. We were pleased to partner with CBIZ on a subject of acute interest and importance.

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Los Angeles Area Wildfires

"The devastating Los Angeles area wildfires are front and center in our minds."
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Caroline Schmidt, CFA, Named to Boston Municipal Analysts Forum Board

"Appleton Partners, Inc., is pleased to announce that Caroline Schmidt, CFA, Municipal Research Analyst, has been named Treasurer of the Boston Municipal Analysts Forum (“BMAF”)."
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Introducing Appleton Wealth Management

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