Twelve Points Wealth Management

Financial ServicesMassachusetts, United States11-50 Employees

Twelve Points Wealth Management operates in the financial services sector, offering financial planning, investment management, and concierge-style support to clients. The firm positions itself as a trustworthy, guiding partner to help clients reach their goals, noting that public trust in financial advice has waned. Its values align with the Scout Law, emphasizing trustworthiness, loyalty, helpfulness, and friendliness in managing clients' financial affairs. Based in Concord, Massachusetts, the firm is a small to mid-sized advisory practice focused on personalized client relationships. In December 2022, Twelve Points expanded its team with Tracey Hartford joining as Corporate Retirement Plan Specialist.

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