Daniel Sharkey

Senior Relationship Manager at Twelve Points Wealth Management - Concord, MA, US

Daniel Sharkey's Contact Details
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N/A
Location
Greater Boston
Company
Twelve Points Wealth Management
Daniel Sharkey's Company Details
Twelve Points Wealth Management logo, Twelve Points Wealth Management contact details

Twelve Points Wealth Management

Concord, MA, US • 20 - 49 Employees
Financial Services

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.

Wealth Advisory Corporate Retirement Plans Risk Management Charitable Services Financial Services Financial Advisory Services
Details about Twelve Points Wealth Management
Frequently Asked Questions about Daniel Sharkey
Daniel Sharkey currently works for Twelve Points Wealth Management.
Daniel Sharkey's role at Twelve Points Wealth Management is Senior Relationship Manager.
Daniel Sharkey's email address is ***@twelvepointswealth.com. To view Daniel Sharkey's full email address, please signup to ConnectPlex.
Daniel Sharkey works in the Financial Services industry.
Daniel Sharkey's colleagues at Twelve Points Wealth Management are Igor Tiguy, Kimberly Winkle, Kimberly Winkle, Jeffrey King, Jack Duffy, Jonathan Kondracki, Manny Frangiadakis and others.
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