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Twelve Points Wealth Management

Twelve Points Wealth Management

金融服务

Concord，MA 1,107 位关注者

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关于我们

Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. https://twelvepointswealth.com/important-disclosure-information Our values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients' financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can - whether through financial planning, investment management, or using our network of contacts to provide concierge level services. Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.

网站
https://www.twelvepointswealth.com/
所属行业
金融服务
规模
11-50 人
总部
Concord，MA
类型
私人持股
创立
2014
领域
Wealth Advisory、Risk Management和Charitable Services

地点

Twelve Points Wealth Management员工

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动态

  • Emotions play a powerful role in investment decisions, often leading to costly mistakes. From the panic selling of early 2020 to the market euphoria just a few years later, herding bias has fueled some of the biggest market swings. In our latest webinar, "Behavioral Finance: How Our Humanness Affects Investment Returns," we break down common psychological biases and share strategies to help you make more rational, informed investment choices. Watch now to learn more: https://bit.ly/4bzjkxl

  • We're thrilled to be recognized by two of Boston's most prestigious media institutions! Twelve Points has been named one of New England’s Fastest Growing Companies 2025 by Boston Globe Media & Statista - and we're also honored to be included on Boston Business Journal's Fast 50 List for 2025! This achievement reflects our team’s incredible hard work and dedication — and we’re beyond grateful to our clients for your trust and support over the past 11 years. We couldn’t have done it without you! Visit our website to learn more about these recognitions: https://bit.ly/4hWjTmM

  • As entrepreneurs, we know the sacrifice it takes to build a thriving business. At Twelve Points, go beyond managing money - we’re your financial partner at every stage. From launching your business to designing employee benefits, accelerating value, and navigating the sale, we help you plan for what comes next. Learn more about our Wealth Management services for entrepreneurs: https://bit.ly/3SRd5MF

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  • Twelve Points proudly supports Let's Talk Womxn and Mass Restaurants United, with our President and Co-founder Francesca Federico, C(k)P? AIF? CPFA? being a member of Let's Talk Women and on the board of Mass Restaurants United. ? We are thrilled to see members of these inspiring communities succeed in business. We'd like to extend a heartfelt?congratulations?to Nancy Cushman of o ya and Kristin Clough Canty of Woods Hill Pier 4 for being named #1 & #9 in Time Out Group plc's list of 15 Most Michelin Star-Worthy Restaurants in Boston!

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  • Are you ready to take charge of your financial future? Join our upcoming webinar - "Financial Preparation for Retirement: Strategies for Saving, Investing & Planning" - designed to help women avoid common mistakes and build long-term financial security. Hosted by Twelve Points Center for Women, this series is dedicated to empowering women with the knowledge and tools to confidently shape their financial future - on their terms. Register for the webinar here: https://bit.ly/4hxsUSO

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  • Talking about money can be tough, but avoiding the conversation can have serious consequences—especially when it comes to prenuptial agreements. A prenup isn’t just about divorce; it’s a tool for financial clarity, helping couples protect assets, debts, and future security. With more women advocating for prenups, these agreements are becoming essential for financial independence. Learn how to navigate this important conversation with your partner in our latest blog: https://bit.ly/3DjarLV

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  • When Chris Cahill, J.D., CFP?, CAP? first joined the Twelve Points team, he immediately noticed a key difference from other Wealth Management companies. The level of care, dedication, and personalization provided to clients was unmatched. Chris is a Partner and Principal of the Twelve Points Family Office division, which provides concierge services for high net worth families. He specializes in financial planning strategies, estate planning, portfolio management, business succession and intergenerational wealth transfer to help clients achieve long-term financial objectives. Visit our website to learn more about Chris and the rest of our team: https://bit.ly/3sI3vNJ

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  • Talking about money can feel uncomfortable, but it’s essential. According to a Wells Fargo study, many view financial conversations as more taboo than sharing deeply personal details. Interestingly, men are more likely than women to discuss salary, savings, and credit scores. Whether managing family finances, parenting, or navigating your own goals, open money conversations can reduce anxiety, strengthen relationships, and improve financial outcomes. Why does this matter, and how can you start having better conversations around money? Read our blog to find out: https://bit.ly/4hCxWOA

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