BOSTON (December 18, 2024) – Appleton Partners, Inc., a privately-owned and operated investment advisor based in Boston, MA with $13.6 billion under management1 announced that its private client division is changing its name to Appleton Wealth Management.2
This identity becomes effective today and is designed to better convey the full range of customized solutions offered to individuals, families, and non-profit organizations. Appleton manages more than $2.3 billion in assets for private clients through approximately 700 household relationships, a legacy that dates back to the firm’s founding in 1986.
James M. O’Neil, Jr., Managing Director of Wealth Management, emphasized that “over the past few years we’ve made significant investments in our people, infrastructure, and services, and feel the time is right to introduce a new brand – Appleton Wealth Management. Our capabilities in areas such as financial planning, estate and legacy planning, and philanthropy have steadily grown along with our clients’ needs, and our new name better reflects this evolution.”
Appleton’s latest wealth management insights and perspectives are available by visiting our website.
CONTACT:
Robert Krantz, (617) 303-0788, [email protected]
ABOUT APPLETON PARTNERS, INC.
Appleton Partners is a 100% employee-owned and operated investment advisor founded in 1986 and located in Boston, MA. Entrusted with $13.6 billion of investor assets1, Appleton Partners serves the financial planning and wealth management needs of private clients while also managing customized separate accounts for individual and institutional investors.
- As of December 18, 2024
- Appleton Wealth Management is a division of Appleton Partners, Inc.
