Unclaimed brand
Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique needs.
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Hex Code
Color name
RGB
HSL
CMYK
#4D4D4F
Abbey
77, 77, 79
240, 1, 31
3, 3, 0, 69
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#292E36
Shark
41, 46, 54
217, 14, 19
24, 15, 0, 79
Appleton Partners is a trusted brand in the financial industry, specializing in delivering personalized financial planning and wealth management solutions. With a commitment to building strong client relationships, Appleton Partners ensures that their services meet the unique needs of each individual. As an independent firm that has been employee-owned and operated since 1986, Appleton places a strong emphasis on maintaining autonomy and a focus on client needs.
They prioritize customization, taking the time to fully understand each client's objectives and developing tailored separate account portfolios to address those needs. Accessibility is another key component of their approach, as they believe in active engagement and collaboration with clients throughout the portfolio management process. By partnering with Appleton, financial advisors not only gain reliable investment management solutions but also a partner in the growth of their practice.
With $11. 8 billion in assets under management and 36 years of wealth management experience, Appleton Partners is dedicated to providing personalized, informed, and accessible solutions to their clients