Twelve Points Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Twelve Points was founded to bring trustworthiness back to an industry which 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. 

https://twelvepointswealth.com/important-disclosure-information

Our values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients' financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can - whether through financial planning, investment management, or using our network of contacts to provide concierge level services. Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.

Find Twelve Points Wealth Management employees' phone numbers or email addresses

Twelve Points Wealth Management Global Highlights

Location
Employees

North America
42

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  • United States Of America
    42

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Oceania
1

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  • Australia
    1

Twelve Points Wealth Management's Leadership

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    K. V. W.
    Chief Compliance Officer
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    D. C.
    Co-Founder And Ceo, Wealth Manager
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    F. F.
    Co-Founder & President, Wealth Advisor
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    C. C.
    Partner And Principal In The Family Office Division
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    M. A.
    Senior Vice President
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    G. P.
    Director, Financial Wellness & Employee Education
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    T. D.
    Financial Controller
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    B. C.
    Senior Relationship Manager
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Contact profiles from Twelve Points Wealth Management

Name
Title
Contact Info
Location
Last Update
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    F. F.
    Co-Founder & President, Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Nov 20, 2025
  • Stylized image of a person
    C. C.
    Partner And Principal In The Family Office Division
    Phone icon
    United StatesMassachusetts
    Nov 27, 2025
  • Stylized image of a person
    D. C.
    Co-Founder And Ceo, Wealth Manager
    Phone icon
    United StatesMassachusetts
    Nov 27, 2025
  • Stylized image of a person
    K. V. W.
    Chief Compliance Officer
    Phone icon
    United StatesMassachusetts
    Nov 27, 2025
  • Stylized image of a person
    M. A.
    Senior Vice President
    Phone icon
    United StatesArizona
    Nov 14, 2024
  • Stylized image of a person
    G. P.
    Director, Financial Wellness & Employee Education
    Phone icon
    United StatesMassachusetts
    Nov 21, 2025
  • Stylized image of a person
    T. D.
    Financial Controller
    Phone icon
    United StatesMassachusetts
    Nov 27, 2025
  • Stylized image of a person
    B. C.
    Senior Relationship Manager
    Phone icon
    United StatesMassachusetts
    Nov 27, 2025
  • Stylized image of a person
    H. L.
    Relationship Manager
    Phone icon
    United States
    May 21, 2025
  • Stylized image of a person
    A. F.
    Relationship Manager
    Phone icon
    United StatesMassachusetts
    Oct 31, 2025

Frequently Asked Questions

What is Twelve Points Wealth Management known for?

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Twelve Points Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 9 Pond Lane, Suite 3a; you can contact the main corporate office by phone at . Explore Twelve Points Wealth Management's company overview page for more information.

What is Twelve Points Wealth Management's most common email format?

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Twelve Points Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Twelve Points Wealth Management email formats with LeadIQ.

How many employees does Twelve Points Wealth Management have currently?

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Twelve Points Wealth Management has approximately 30 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Twelve Points Wealth Management's key employees and leadership?

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As of December 2025, Twelve Points Wealth Management's key employees include:

  • Chief Compliance Officer: K. V. W.
  • Co-Founder And Ceo, Wealth Manager: D. C.
  • Co-Founder & President, Wealth Advisor: F. F.
  • Partner And Principal In The Family Office Division: C. C.
  • Senior Vice President: M. A.

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