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News & Announcements
Appleton’s Whitney Fitts, CFA Featured on the Impact Investing Panel at ESG East Summit
April 28, 2022
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Jesse Martin Joins Appleton Partners Relationship Management Team
December 1, 2021
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Appleton Partners and CBIZ Tackle Financial Consequences of Adulthood
November 2, 2021
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Appleton Partners Announces Changes and Addition to Municipal Research Team
June 1, 2021
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Municipal Impact Strategy Offers HNW Investors a Unique Value Proposition
June 1, 2021
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Jennifer Hall, CFP® Featured in Millennial Investment Discussion
April 14, 2021
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Jim O’Neil Named to National Estate Planning Board
October 14, 2020
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Appleton Partners: An Update From Our CEO
May 19, 2020
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Appleton Partners: Business Continuity and Client Communication
March 25, 2020
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Appleton Partners Enhances Technology & Operations Infrastructure
March 25, 2020
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About Appleton
News and Announcements
Commitment to Community
Meet Our People
DEIB
Board of Advisors
Careers
Events
Separate Account Management
Overview
Relationship Management
Sales and Marketing Team
Investment Strategies
Portfolio Management Team
Wealth Management
Overview
Financial Planning
Investment Management
Estate & Legacy Planning
The Client Experience
Our Team
Wealth Perspectives
Client Login
Investment Process
Overview
Focus on Research
Active Management
Passive Strategies
ESG
Insights
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