Jack Duffy

Intern at Twelve Points Wealth Management - Concord, MA, US

Jack Duffy's Colleagues at Twelve Points Wealth Management
Terri Defina

Director, Client Experience

Contact Terri Defina

Deborah Cartisser

Wealth Advisor, Chief Operating Officer

Contact Deborah Cartisser

Dave Clayman

Co-Founder and CEO, Wealth Manager

Contact Dave Clayman

Chris Cahill

Partner and Principal in the Family Office division

Contact Chris Cahill

Greg Phillips

Corporate Retirement Plan Specialist

Contact Greg Phillips

Igor Tiguy

Director, Planning Services & Co-CIO

Contact Igor Tiguy

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Jack Duffy's Contact Details
HQ
N/A
Location
Waltham,Massachusetts,United States
Company
Twelve Points Wealth Management
Jack Duffy'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 Jack Duffy
Jack Duffy currently works for Twelve Points Wealth Management.
Jack Duffy's role at Twelve Points Wealth Management is Intern.
Jack Duffy's email address is ***@twelvepoints.com. To view Jack Duffy's full email address, please signup to ConnectPlex.
Jack Duffy works in the Financial Services industry.
Jack Duffy's colleagues at Twelve Points Wealth Management are Terri Defina, Deborah Cartisser, Dave Clayman, Kimberly Van Winkle, Chris Cahill, Greg Phillips, Igor Tiguy and others.
Jack Duffy's phone number is N/A
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