News & Announcements

01.09.2025

Los Angeles Area Wildfires

The devastating Los Angeles area wildfires are front and center in our minds. All of us at Appleton Partners are thinking about our clients and business partners in the region, as well as all other impacted individuals. We are grateful for the efforts of all firefighters and other first responders, and hope the fires are contained as quickly as possible.

"Congratulations to Appleton’s Jennifer M. Hall, CFP®, AEP® on being elected to the Boston Estate Planning Council’s board of At-Large Directors..."
"Appleton is proud to announce that Caroline Schmidt, CFA, was named to Smith’s Research & Gradings 2025 All-Star Municipal Analyst Awards as a member of the Rising All-Star Team..."
"It is with great sadness and fond memories that Appleton announces that Kathleen (“Kathy”) Burge, a co-founder and former executive of the firm, passed away at age 75..."