Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse […]

Appleton Partners is pleased to continue our financial planning webinar series with an event focusing on Secure Act 2.0 and how it impacts retirement planning. This webinar will discuss updates […]

At Appleton Partners, we seek to provide advice and solutions that meet our clients’ wealth management needs and are excited to introduce our next webinar featuring Gary Rossi, Vice President […]