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Our Values

Over the last couple of decades we’ve witnessed the public lose faith in Wall Street. Our firm was founded on the twelve points of Scout Law, the first of which is being trustworthy. Two of our team members, Dave Clayman and Jared Bilodeau, have achieved Eagle Scout, the highest rank in Scouting. In fact, all of the members of the Twelve Points team strive to live by these core values.

Trustworthy

Our clients entrust us with their hopes and dreams and work with us to develop a plan to get them there.

Loyal

Companies today talk about brand loyalty; we believe that the loyalty should flow from the company to its clients.

Helpful

“The Go-Giver” by Burg and Dunn is the foundation of culture at our firm. Helping others will come back to us in time.

Friendly

Clients and partners who meet us often remark how our clients are treated like friends and family and interact with us outside of the office.

Courteous

The way you treat people says a lot about you and we believe that common courtesy is often lost in today’s busy world.

Kind

Twelve Points makes an effort to do 3 “kindnesses” for someone else every day.

Obedient

Our clients and our firm adhere strictly to our investment philosophy and each client’s plan regardless of influence from the outside world.

Cheerful

We are truly blessed to serve such a wonderful group of families and helping them make their dreams reality drives the passion for what we do.

Thrifty

Webster’s definition – managing or using money in a careful or wise way – defines our approach to investing and planning, erring on the side of being more conservative than aggressive.

Brave

Our clients look to us to guard their nest eggs in these turbulent times.

Clean

As an independent firm, we have the opportunity to build a reputation away from the many scandals in our industry over the last 2 decades.

Reverent

Our firm has a great respect for the faith our clients have placed in us and the import of our job – making families’ dreams become reality.

Our Designations

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cmt
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