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Appleton Partners, Inc. Overview
Type
Multi Family Office
Year Founded
1986
General Information
Appleton Partners, Inc. is a multi-family office headquartered in Boston. Founded in 1986, the firm’s wealth originates from its employee-owned investment advisory business, built on managing customized municipal bond, equity, and balanced portfolios for high-net-worth families and nonprofit institutions. It offers discretionary investment management, financial planning, and wealth advisory services across generations—delivering client-aligned, separate-account solutions.
Contact Information
Website:
https://www.appletonpartners.com/
Year Founded:
1986
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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