Appleton Partners is very pleased to be a Gold sponsor of The Boston Estate Planning Council. That’s because our relationship shares a common mission, namely helping individuals and families achieve their personal financial planning goals. The values and attributes established upon our firm’s founding in 1986 remain integral to all that we do today.
- Appleton Partners is 100% employee-owned and operated, a structure we feel optimally aligns our interests with those of our clients.
- We believe that private client services should be objective-based. To achieve one’s financial planning and wealth management goals, it’s critical to first define them, and then work with a knowledgeable partner along the way.
- We offer customized solutions geared to unique client needs, not “one-size-fits-all” products.
- Our investment process emphasizes quality, liquidity and tax-efficiency.
- Accessibility, collaboration and transparency define our approach to relationship management.
- We prioritize multi-generational engagement and our Private Client team encourages clients to draw their family into the planning process when they are comfortable doing so.
