- Twelve Points Wealth
- Twelve Points Retirement
- Twelve Points Business
Not sure where to start? Read more about Twelve Points’ Suite of Services.
Not sure where to start? Read more about Twelve Points’ Suite of Services.
Twelve Points was recently recognized by The Startup Weekly as one of the 2021 Financial Services & Insurance Companies to Watch.
We are proud to announce that our very own Francesca Federico has been recognized by the National Association of Plan Advisors as one of the Top Women Advisors for 2020. Her talent and efforts earned her the level of “Captain”, one of only 50 to be recognized at this highest designation.
We are proud to announce that our very own Francesca Federico has been recognized by the National Association of Plan Advisors as one of the Top Women Advisors for 2020. Her talent and efforts earned her the level of “Captain”, one of only 50 to be recognized at this highest designation.
When Inc. Magazine released this year’s Inc. 5000 list, our team was thrilled to see that we not only were on the list for the second year in a row, but we had risen by over 3,000 places!
This June marked the fourth anniversary of Twelve Points’ founding. Over the years, we’ve helped countless families and individuals better understand and plan towards their financial goals, whether they be paying for college, buying a second home, or retiring early. Along the way,
One of our core values at Twelve Points is to be helpful. We as a firm believe in giving back to our communities in numerous ways. Our colleagues Manny and Francesca work closely with Community Servings and brought the organization’s mission to our attention.
Sasha is a Certified Financial Planner ®, who participates in the CFP® Board’s WIN-to-WIN program, which is aimed at helping women interested in obtaining the CFP® certification.
Naming a business, especially one in the financial services industry, can be a source of frustration or inspiration, as noted in a recent Investor’s Business Daily article. Co-founder and principal, Dave Clayman, chose Twelve Points as a tribute to the 12 Points of the Boy Scout Law.
Twelve Points Wealth Management’s own Chris Cahill has earned the Chartered Advisor in Philanthropy ® professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. The CAP® program provides nonprofit and financial
In early January 2017, the Twelve Points team had the distinct pleasure of watching co-founder and principal Dave Clayman receive the National Eagle Scout Association Outstanding Eagle Award (NOESA) at a recognition dinner in Burlington, MA.
This summer’s family vacation was a whirlwind European adventure that kicked off with a 5 night stay at the G2G London property. The G2G “Vacation Experience Managers” and the onsite “Destination Managers” were helpful, accommodating and welcoming.
I recently had the opportunity to attend the annual Regulatory Compliance Conference in Boca Raton, FL. In addition to bringing colleagues from both the Registered Investment Advisor (RIA) side and Broker-Dealer side of the financial services industry together
We are pleased to announce the promotion of Kimberly Van Winkle to Chief Compliance Officer and Director of Operations, effective January 4, 2016. In her new role, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance
On a chilly night in early December, our Co-Founder and Principal Francesca Federico co-hosted the second event in the C-Suite Series with Tomorrow’s Women TODAY, a local non-profit organization dedicated to fostering women into leaders in our community
In the News…Co-Founder and Principal Francesca Federico recently wrote two features for The Entrepreneur Insider network, an online community for Fortune Magazine. Her first article, which appeared on December 17, 2015, answered the question
What better way to start the new year than to announce some exciting new additions at our firm? We are happy to announce that Chris Cahill, J.D., CFP® became a Partner and Principal in the Family Office division of Twelve Points on January 5, 2016
Looking back on all that we’ve accomplished as a team at Twelve Points this past year, we feel so proud and thankful. From opening our second office location in Boston’s South End with a ribbon-cutting ceremony courtesy of the Greater Boston Chamber of Commerce to celebrating
At Twelve Points, we consider ourselves extremely lucky to be working with such a wonderful group of people — and that not only includes our co-workers, but also our clients. Three of our core values, based on the Scout Law, are to be kind, friendly and helpful
When I thought about my first career after graduate school, I often pictured working at a large broker-dealer. And, to be honest, I didn’t really like that thought. I wasn’t a fan of getting paid commissions based on which funds I recommended to my clients
When it comes to money, I’m of a mind that it’s better to spend it on experiences that I will carry with me for a lifetime rather than possessions. My family recently spent an amazing vacation exploring 5 national parks in 9 days (with a 6 year old and a 3 year old!).
The American Cancer Society’s Relay for Life® was founded in 1985, and the Arlington, Mass. chapter began in 2000. Since then, it has become a huge part of the local community, which is where my partner Scott grew up, and where we are raising our two daughters
