What departments does Twelve Points Wealth Management have?

Twelve Points Wealth Management has employees across 6 departments including Administrative, Operations, Finance, Education, Consultant.

What is the largest department at Twelve Points Wealth Management?

The largest department at Twelve Points Wealth Management is Finance with 7 employees.

Where are Twelve Points Wealth Management employees located globally?

Twelve Points Wealth Management has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Twelve Points Wealth Management's team size changed over time?

Twelve Points Wealth Management's team has decreased from approximately 34 to 31 employees based on available data.

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Twelve Points Wealth Management Employee Directory

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

Twelve Points Wealth Management's key employees include: Co-Founder And Ceo, Wealth Manager: D. C., Chief Compliance Officer: K. V. W., Chief Operating Officer: D. K., Chief Investment Officer: S. B., Co-Founder & President, Wealth Advisor: F. F..

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.

Twelve Points Wealth Management Global Highlights

North America
41

United States Of America
41

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
1

Australia
1

Twelve Points Wealth Management's Leadership

K. V. W.
Chief Compliance Officer
Mobile Phone
Email
D. K.
Chief Operating Officer
Mobile Phone
Email
S. B.
Chief Investment Officer
Mobile Phone
Email
D. C.
Co-Founder And Ceo, Wealth Manager
Mobile Phone
Email
F. F.
Co-Founder & President, Wealth Advisor
Mobile Phone
Email
C. C.
Partner And Principal In The Family Office Division
Mobile Phone
Email
G. P.
Director, Financial Wellness & Employee Education
Mobile Phone
Email
T. D.
Financial Controller
Mobile Phone
Email

Twelve Points Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Legal
Other
Consultant

Contact profiles from Twelve Points Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Twelve Points Wealth Management known for?

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 Concord, Massachusetts 01742 United States; you can contact the main corporate office by phone at

+1-978-318-****

. Explore Twelve Points Wealth Management's company overview page for more information.

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

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?

Twelve Points Wealth Management has approximately 30 employees as of May 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

As of May 2026, Twelve Points Wealth Management's key employees include:

Chief Compliance Officer: K. V. W.
Chief Operating Officer: D. K.
Chief Investment Officer: S. B.
Co-Founder And Ceo, Wealth Manager: D. C.
Co-Founder & President, Wealth Advisor: F. F.

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Twelve Points Wealth Management Employee Directory

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