We couldn’t be prouder to announce that Co-Founder Dave Clayman has been awarded the Five Star Wealth Manager Award for the 4th year in a row! His name will appear in a special section of Boston Magazine’s February issue, and you can read more about it here. Dave is one the 816 licensed wealth managers in the Boston area who qualified to receive this award out of the 3,542 who were nominated this year.
The ten objective criteria used by Five Star Professional to determine the winners include having a clean regulatory history, no customer complaints and high client retention rates. We believe our firm’s foundational values, including trustworthiness, loyalty, kindness and helpfulness, fall right in line with the qualities recognized in order to receive the Five Star Wealth Manager award.
We also believe in spreading good news and helping others. Please feel free to share this announcement with anyone you think might benefit from working with Dave and Twelve Points Wealth Management.