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

Things to Know When Buying, Selling, or Renting a Home (Real Estate Updates)

Wednesday, 7/17 @ 12PM

Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. We break it down for you for you with easy-to-understand discussions of:

– Credit Scores & Affordability

– Down Payments & Close Costs

– Mortgage Process & Home Inspections

– Effects of Interest Rates On Housing Market

– Working With a Real Estate Agent

– Buying vs. Renting

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

Ready to Schedule Your Complimentary
Financial Review?

Twelve Points Resources

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