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.

Mastering Social Security

Thursday 5/25 @ 12pm

Social Security claiming strategies are complex, and it can be easy for participants to make mistakes. This seminar reviews features of spousal benefits, recent changes to Social Security, and how to coordinate benefits with a spouse. We also discuss options available to participants who are widowed, divorced or have worked in a government position that did not pay into Social Security. The seminar provides you with answers to most Social Security questions.

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*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.

Foundations & Endowments

The Freedom to Focus on Your Mission


The Freedom to Confidently Create Your Future

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