Financial Planning
Tailored to You
Wealth Management
Multi-Asset Strategies
Retirement Solutions
Long-Term Security
Client-First Approach
Personalized Service
What We Do
Financial planning, create clarity and build wealth
We specialize in financial planning, wealth management, and retirement solutions for business owners and high income earners
◈
Financial
Planning
Comprehensive, personalized financial plans that align with your life goals — from wealth accumulation to legacy building.
Financial Planning
Strategy · Cash Flow · Tax Efficiency
Our financial planning services are designed to give you a clear, complete picture of where you are today—and a confident path toward where you want to go. We take a holistic approach, bringing every part of your financial life into alignment with your goals, values, and timeline. From building and preserving wealth to managing day-to-day cash flow, we help you make smarter decisions with intention and clarity.
◎
Wealth
Management
Multi-asset investment strategies tailored to your risk profile, with ongoing portfolio oversight and rebalancing.
Wealth Management
Growth · Preservation · Legacy
Our wealth management services are designed to give you a clear, complete picture of where you stand today—and a confident path toward the future you envision. We take a holistic approach, bringing every dimension of your financial life into alignment with your goals, values, and long-term vision. From growing and protecting assets to planning for the generations that follow, we help you make smarter decisions with intention and clarity.
◉
Retirement
Solutions
Retirement income strategies designed to sustain your lifestyle and protect your wealth across generations.
Retirement Solutions
Income Planning · Lifestyle · Peace of Mind
Our retirement solutions are designed to give you a clear, complete picture of where you are today—and a confident path toward the retirement you've worked for. We take a holistic approach, bringing every part of your financial life into alignment with your timeline, priorities, and vision for life after work. From building reliable income streams to managing healthcare and legacy considerations, we help you retire with intention and confidence.
◆
Tax
Planning
Strategic guidance to ensure your wealth is preserved and transferred efficiently to those you care about most.
Tax Planning
Strategy · Optimization · Long-Term Savings
Our tax planning services are designed to give you a clear, complete picture of your current tax position—and a confident path toward keeping more of what you earn. We take a holistic approach, weaving tax strategy into every part of your financial life so nothing is left on the table. From minimizing liabilities to planning proactively across years and life events, we help you make smarter decisions with foresight and clarity.
Clients We Serve
01
Business Owners
Exit planning & succession strategies
02
CEOs & Executives
Executive comp, equity & deferred plans
03
Real Estate Investors
Portfolio structuring & 1031 exchanges
04
High Income Earners
Tax mitigation & wealth accumulation
Our Approach
A Process Built on Trust & Transparency
We work exclusively with clients who require sophisticated, personalized financial planning — not a one-size-fits-all approach.
Your financial future shouldn't be left to chance.
Our Team
Jack Donius
Jack Donius is a CFP® professional and Wealth Management Advisor at Appletree Financial Services, where he specializes in comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies for individuals and families.
Prior to joining Appletree, Jack spent five years advising high-net-worth clients and developing personalized financial plans designed to support their long-term financial goals. He graduated magna cum laude from Providence College and holds the CFP® designation along with additional industry credentials.
Jack lives in Boston with his fiancée, Kelly. Outside of work, he enjoys playing and following sports including basketball, golf, and tennis, traveling, and staying current on trends and developments within the financial planning industry.
Send Us A Message
Schedule a complimentary consultation and discover what personalized financial planning can do for your future.
Ready to Build a
Financial Plan That
Works for You?
Investment advisory services. Past performance is not indicative of future results.
All investments involve risk, including potential loss of principal.