Twelve Points was founded to bring trustworthiness back to an industry that has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry.

Finance

Twelve Points Wealth Management

Twelve Points Wealth Management's headquarters in Concord, MA, United States

Dave Clayman

Dan Kline

Kimberly Van Winkle

Steve Bruno

Deborah Cartisser

Francesca Federico

The Wealth Management Team at Twelve Points Wealth Management specializes in providing comprehensive financial planning and advisory services. They manage client portfolios, develop customized investment strategies, and offer guidance on retirement planning, estate planning, and tax efficiency. By fostering strong, trust-based relationships, the team aims to secure their clients’ financial futures and restore trust in the financial advisory industry.

Wealth Management Team

The Leadership Team at Twelve Points Wealth Management is responsible for setting the strategic vision and operational direction of the firm while fostering a culture of trust and integrity within the financial advisory industry. This team, comprised of co-founders and key executives, ensures compliance with regulations, oversees investment strategies, and builds strong relationships with clients to enhance transparency and accountability in wealth management. Their collaborative efforts aim to restore confidence and trust in the sector, positioning Twelve Points as a leader in ethical financial advisory services.

Twelve Points Wealth Management

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Teams

Wealth Management Team

Leadership Team

Offices

Twelve Points Wealth Management

Org chart

Teams

Wealth Management Team

Leadership Team

Offices

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