Twelve Points Wealth Management
Find your freedom and security with a team built on integrity.
Find your freedom and security with a team built on integrity.
Experience the freedom to feel secure in your finances. Allow us to meet and exceed your expectations through clear, consistent communication and attention to detail.
As a Registered Investment Advisory firm, we act as a fiduciary, providing advice that is solely in our clients’ best interests. We align our interests with those of our clients, so we succeed when they succeed. It is our mission to become the most trusted advisor for all of our clients’ needs, well beyond their finances. Over the last couple of decades we’ve witnessed the public lose faith in Wall Street. As such, all of the members of the Twelve Points team strive to follow the Twelve Points of The Scout Law. In fact, our founder, Dave Clayman, has achieved Eagle Scout, the highest rank in Scouting.
Upcoming Webinar
2023 Year in Review and Market Outlook for 2024
Friday 12/8 @ 11am
We will walk through the major pits and peaks of this fiscal year while focusing specifically on:
- Market Returns
- Sectors and Assets Which Appear Overvalued/Undervalued
- Trends We See Developing
- How to protect yourself in 2024
As Featured In:
*Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Twelve Points Wealth by any of its clients.
Specialty Areas
We believe everyone deserves sound financial advice.
Here are some examples of the areas we focus on.
The Freedom to Protect, Mitigate, and Plan For What Matters.
The Freedom to Focus on Your Mission
The Freedom to Confidently Create Your Future