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
Protecting Your Data: Aware and Prepared
Thursday, 10/24 @ 12PM
Scammers use clever techniques to steal personal information and data. This seminar can help participants recognize scams and learn industry best practices to help them protect themselves, their families, and their finances.
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