APPLETON PARTNERS

As a trusted financial partner since 1986, we take 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 planning and investment solutions... Since Appleton's founding in 1986, our portfolio managers have weathered differing economic environments, and helped guide multi-generational client relationships... As an independent firm, we're solely focused on finding the right investment and planning solutions for our clients, and manage portfolios and deliver services accordingly.

Also known as: Appleton, Appleton Partners, Inc.

Primary location: Boston United States