In our recent Quarterly Perspectives, we offer some Practical Wealth Management Guidance . . . along with Some Fun Facts. Read our "Top 10 List" here: https://lnkd.in/euB8V8QW #wealthmanagement #investing #quarterlyperspectives
Appleton Partners, Inc.
投资管理
Boston，MA 2,966 位关注者
Wealth management, financial planning and separate account management
关于我们
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.
- 网站
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http://www.appletonpartners.com
Appleton Partners, Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Customized Separate Accounts、Municipal Strategies、Taxable Fixed Income Strategies和Comprehensive Private Wealth Management
地点
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主要
获取路线
1 Post Office Sq
US，MA，Boston，02109
Appleton Partners, Inc.员工
动态
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What’s Behind Municipal Market Dislocation? The high-grade tax-exempt markets are typically characterized by relative price stability, particularly when contrasted with lower grade credits, let alone equities. But it’s been anything but the case so far in April, as extreme volatility has driven up municipal yields at an unusual pace. Read our latest take on the muni market here: https://lnkd.in/esJCWnFC
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Cutting through the “noise” during times of high market volatility can be challenging. Tariff Turmoil: Observations & Advice, our latest piece attempts to do so by offering our perspective concerning recent market events, some historical context, and a few forward thoughts. Read the full update here: https://lnkd.in/e_5RtCYs
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We're proud to support Nativity Prep!
A huge thank you to our incredible guests from Appleton Partners, Inc., TCW, JPMorganChase, Magellan Jets, Morgan Stanley, Fidelity Investments, and Blue Bridge - Within Reach for joining us at Bostonia Public House to celebrate 35 years of Nativity’s impact! We’re also especially grateful to our amazing alumni who attended and continue to be part of our community. It was wonderful to welcome so many new faces and share our mission with you all. Here’s to 35 years of impact and growth! #NativityBoston #35Years #Gratitude
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Appleton is pleased to announce that Jennifer Hall, Wealth Manager, is the 2025 co-recipient of the Boston Estate Planning Council (BEPC) President’s Award in recognition of her contributions to BEPC’s mission. Jen serves as co-chair of BEPC’s Community Engagement Committee, through which she works to provide BEPC members with opportunities to give back by teaching financial literacy to underserved populations in the Boston area. She has also participated in the Financial Literacy Program for women at the Suffolk House of Corrections by leading classes in budgeting, debt, and professional development, among others. https://lnkd.in/eadHU8Fd
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Appleton was proud to have recently partnered with Pine Street Inn for both educational and outreach opportunities. We hosted Scottie Wait, PSI’s Director of Corporate Engagement, for a lunch and learn that provided our colleagues with a great overview of their mission. The following week, a group from API volunteered at the Inn for dinner service, where they had a hands-on opportunity to meet and engage with many of Pine Street’s residents and guests. Pine Street Inn provides services to over 2000 individuals in the Boston community every year and we were honored to help support their mission.
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Watch the latest edition of Appleton Muni Minute for an update on the markets: https://lnkd.in/ecv9d3xD #fed #munis #macro #marketthemes
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Great opportunity to hear Kelly McKernan share her expertise on an important topic.
Appleton Answers Webinar January 29, 2025 Women & Wealth Management: Moving Forward After Later in Life Divorce or Loss of a Spouse Join us next month for a webinar with Kelly McKernan, Wealth Manager. This webinar will focus on the need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. We invite you to join us and encourage you to share with someone you know who could also benefit. Register Here: https://lnkd.in/eZQbfzhR #financialplanning #webinar #womenandwealth
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With our profound gratitude and admiration for the dedicated frontline change agents and community champions of LA County, Appleton is proud to offer our support to The Change Reaction, a worthy organization. To assist in their efforts, Appleton has donated to The Change Reaction Wildfire Direct Giving Fund set up to aid Los Angelenos dealing with this devastating event. Learn More: https://lnkd.in/g9-Svr9 #LosAngelesFires #RebuildLosAngeles #Wildfirerelief #DisasterRelief
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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. A few additional thoughts we have shared with financial advisors and other clients: https://lnkd.in/etm4UsTv
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