Who We Are
Our firm was founded on The Twelve Points of The Scout Law, the first of which is Trustworthy. We afford individuals and families the freedom to pursue their life’s work, their charitable mission, or simply their version of a better tomorrow. By entrusting us to preserve and grow their wealth, our clients create the freedom to focus on their passions and what matters most to them.
Twelve Points provides customized wealth and investment management services. Most importantly, we focus on our client’s VALUES and MISSIONS first, not merely their assets. We answer to no one but our extended family, our clients. Our relationships are predicated on collective trust, aligned values, and a common goal of helping those around us.
Your Twelve Points financial professionals are dedicated to helping you find the freedom to feel secure in your finances.
How We'll Work Together
People do business with people they like, and money is a very personal thing to talk about.
Over 4 separate meetings, we’ll go through this process of getting to know each other to work better together.
What is your “why?” This critically important conversation helps us get to know you as a unique person. We want to ensure that we understand YOU, YOUR MISSION and the FREEDOM that you seek – not just your investments or advanced financial planning needs. If we believe we can help, we begin collecting the important pieces of your financial life.
This is your “how.” During this meeting, you are able to envision your financial plan coming to life. More importantly, it is an opportunity for you to visualize the life you WANT. We will discuss observations we have made and recommendations we may have. With your life goals at the core of the personalized financial plan we create with you, you are able to envision what is possible.
Quality financial planning is a partnership in the truest definition. As our valued client, you will not be a passive participant in your financial journey. Every step we take towards your success, we will take together. As such, mutually committing to one another is the first critical step.
Welcome to the family. Your relationship with Twelve Points goes far beyond your immediate advisor. We work as a collective to ensure your trust and faith are dutifully upheld. By the end of this meeting, you will know your whole team, how your financial journey will progress, and when actionable steps are required.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Twelve Points Wealth does not serve as an attorney, accountant, or insurance agent. Twelve Points Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Twelve Points Wealth’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Twelve Points Wealth’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.
Our values align with the Twelve Points of The Scout Law and reflect our desire to uphold the confidence our clients have placed in us, no matter what. We live and work by these Twelve Points to provide our clients with high-quality, personalized service and the freedom to achieve their goals and dreams.
Twelve Points of The Scout Law
*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.