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.

03.20.2025

Jennifer Hall, CFP®, AEP® Named 2025 Boston Estate Planning Council President’s Award Recipient

01.09.2025

Los Angeles Area Wildfires

"The devastating Los Angeles area wildfires are front and center in our minds."

01.08.2025

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”)."