Barbara Maietta goes above and beyond in helping her clients prepare for retirement, both financially and in their personal lives. As a Wealth Advisor, she is passionate about understanding people’s needs and partnering with them to create holistic financial planning solutions that they can understand and achieve. Visit our website to learn more about Barbara and the rest of our team at Twelve Points: https://bit.ly/3FXTUc5 Barbara Maietta, CFP?
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. 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
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https://www.twelvepointswealth.com/
Twelve Points Wealth Management的外部链接
- 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
动态
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As a trustee, you carry the significant responsibility of managing and protecting assets for beneficiaries. At Twelve Points Wealth Management, we understand the complexities and fiduciary duties involved in trustee services. Our experienced team offers comprehensive support, from investment management to compliance and reporting, ensuring that your role as trustee is executed with excellence. Partner with a wealth management firm that prioritizes trust, transparency, and tailored solutions to meet the needs of your beneficiaries. Explore our trustee services: https://bit.ly/3fuQkxK
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As the year draws to a close, it’s a great time to review your financial situation and explore potential tax-saving opportunities. Certain tax strategies can be applied year-round, but implementing them before the end of 2024 could help maximize your savings. Check out our latest blog by Senior Wealth Advisor Deborah Cartisser to discover essential tax-saving strategies you should consider before the new year: https://bit.ly/4hHJKzE
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Entrepreneurs have a lot on their plates, and can benefit greatly from the help of a Wealth Advisor. Our clients tend to find that, after working with us, they have more clarity in their overall financial picture, personally and professionally. More importantly, they feel they have the freedom to spend more time on the areas that really matter to them throughout their careers and beyond. Let us help you crystallize your financial future: https://bit.ly/3SRd5MF
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With the life expectancy of a 65-year-old woman reaching almost 87 and a man living nearly until 85, retirement is looking more like an entire second act than a short-lived final chapter. What are you going to do with those extra decades? How will you make these years the best ones yet? This blog by Wealth Advisor Barbara Maietta dives into the ups, the downs, and—of course—the fun of figuring it all out. Read the full blog to learn more: https://bit.ly/4fmlm4F Barbara Maietta, CFP?
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When was the last time you updated your estate plan? In this month's webinar, we're looking at the legal documents to keep you and your family safe and sound. We’ll dive into: - Estate Plan - Living Trust - Will - Durable/ Nondurable/ Special or Limited/ Springing/Medical Power of Attorney - Advance Medical Directive - Kids’ Protection Plan Click here to register: https://bit.ly/48wO7cL
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Thank you to everyone who attended our most recent Womens' Wealth Empowerment Event! This month's theme was - "How to Protect Yourself, Your Family, and Your Finances from Unforeseen Financial Risk." We were thrilled to be joined by expert panelists Susan Cosolito of Northeast Insurance Agency, Inc. and Linda Thalheimer of Long Life Planning who shared helpful insights on this topic. Looking forward to our next event!
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Read what our Co-Founder and CEO Dave Clayman has to say about his proudest moment at Twelve Points. Visit our website to learn more about Dave and the rest of our team: https://bit.ly/3w7EFtg Dave Clayman, CMT?, C(k)P?, AIF?, CPWA?
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Last month we went back to basics with our webinar - "Basics of Financial Planning." ?? Visit our YouTube to watch the full video, where we discuss the most effective methods to manage budgets, emergency funds, retirement savings, and more: https://bit.ly/4024coD
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A successful investment program for nonprofit institutions requires constant oversight of the portfolio and the financial objectives it seeks to fulfill. At Twelve Points Wealth Management, we provide foundations and endowments thoughtful and comprehensive portfolio management, manager selection and investment research, allowing you to fulfill your fiduciary duty and focus on advancing the mission of your organization. Learn more about our wealth management services for foundations and endowments: https://bit.ly/39u7Csa
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