Not sure where to start? Read more about Twelve Points’ Suite of Services.
Wealth Advisor
With over 25 years of experience in the wealth management industry, Joel is a seasoned financial professional committed to helping clients achieve their financial goals through thoughtful planning and personalized service. Throughout his career, Joel has built a reputation for fostering long-term client relationships rooted in trust, respect, and transparency. His approach emphasizes open and frequent communication, ensuring every client feels heard and understood while embracing life’s financial possibilities.
Outside the office, Joel values family above all else and cherishes spending quality time with his wife, Julie, and their lively toddler son, who keeps him both active and inspired. Deeply rooted in the New England community, Joel takes pride in being approachable, optimistic, and grounded.
In his personal time, Joel is an intuitive home chef and wine enthusiast. He finds joy in creating memorable experiences around the dinner table, exploring unique recipes, and unwinding with his family at the beach. Joel’s blend of professional expertise and personal passion ensures his clients and loved ones always feel supported, connected, and prioritized.
Joel holds Series 7 and 66 licenses.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
Phone: | 978-318-9500 |
Fax: | 978-318-9505 |
Email: | info@twelvepoints.com |