Appleton Partners, Inc.
Walter Zagrobski began their work experience in 1981 as a Vice President at Keystone Investment Management, where they worked until 1997. In 1997, they joined Appleton Partners, Inc. as a Senior Vice President. From 1999 until 2015, they worked as a Director at CATNA/ Cambridge Appleton Trust.
Walter Zagrobski pursued their MBA in Finance from the Babson F.W. Olin Graduate School of Business from 1973 to 1977. Prior to that, they attended the UNH Peter T. Paul College of Business and Economics from 1968 to 1972, although the specific degree and field of study were not mentioned.
Appleton Partners, Inc.
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.