Twelve Points Wealth Management

Financial Services - Concord, MA, US

Twelve Points Wealth Management Employees
Terri Defina

Director, Client Experience

Contact Terri Defina

Chris Cahill

Partner and Principal in the Family Office division

Contact Chris Cahill

Deborah Cartisser

Wealth Advisor, Chief Operating Officer

Contact Deborah Cartisser

Dave Clayman

Co-Founder and CEO, Wealth Manager

Contact Dave Clayman

Greg Phillips

Corporate Retirement Plan Specialist

Contact Greg Phillips

Igor Tiguy

Director, Planning Services & Co-CIO

Contact Igor Tiguy

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Twelve Points Wealth Management Senior Management
Deborah Cartisser

Wealth Advisor, Chief Operating Officer

Contact Deborah Cartisser

Dave Clayman

Co-Founder and CEO, Wealth Manager

Contact Dave Clayman

Igor Tiguy

Director, Planning Services & Co-CIO

Contact Igor Tiguy

Director, Planning Services & Co-CIO

Contact

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Twelve Points Wealth Management Details

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. 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.

Twelve Points Wealth Management logo, Twelve Points Wealth Management contact details
Employees: 20 - 49
HQ: N/A
Location: Concord, MA, US
Revenue: 2.5 - 5 Million
Wealth Advisory Corporate Retirement Plans Risk Management Charitable Services Financial Services Financial Advisory Services
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