Twelve Points Wealth Management

Loyal, friendly experts you can trust to guide you through your financial affairs

How We Help

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Our Services

Reach your goals and fulfill your dreams. We’re here to assist in any way we can, whether through financial planning, investment management, or using our network of contacts to provide concierge-level services.

Family & Personal Wealth

We’ll help you develop a comprehensive plan for your finances based on your goals as an individual, family, or small business owner.

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Foundations and Endowments

We’ll help you address the issues that are commonly faced by foundations and endowments as they increase in size and scope of giving.

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Insurance Planning & Risk Management

We’ll help you analyze your entire financial fact pattern using robust financial models to identify and prepare for risks that you and your family may face.

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Our Story

Twelve Points was founded to make the financial advisory industry trustworthy again. The 2014 Edelman Trust Barometer found that only 46% of Americans trust this industry. Our mission is to turn this around and become 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.

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OUR DESIGNATIONS


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Our Insights

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