Twelve Points Wealth Management

Twelve Points Wealth Management

Financial Services, 1412 Chapin Ave, Concord, Massachusetts, 94010, United States, 11-50 Employees

twelvepointswealth.com

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phone no Phone Number: 97********

Who is TWELVE POINTS WEALTH MANAGEMENT

Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost Americas trust over the last two decades. The 2014 Edelman Trust Barometer found that only 4...

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  • 1412 Chapin Ave, Concord, Massachusetts, 94010, United States Headquarters: 1412 Chapin Ave, Concord, Massachusetts, 94010, United States
  • 2014 Date Founded: 2014
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8732 | NAICS Code: 812990 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from TWELVE POINTS WEALTH MANAGEMENT

Twelve Points Wealth Management Org Chart and Mapping

Employees

Chris Cahill

Partner and Principal in the Family Office Division

Qka Tammie Kuhn

Sr Retirement Plan Consultant

Connor Mackenzie

Wealth Management Intern

Jack Duffy

Retirement Plan Analyst

Joey Belsanti

Wealth Management Intern

Maya Keenan-Gallagher

Associate Relationship Manager

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Frequently Asked Questions Regarding Twelve Points Wealth Management

Answer: Twelve Points Wealth Management's headquarters are located at 1412 Chapin Ave, Concord, Massachusetts, 94010, United States

Answer: Twelve Points Wealth Management's phone number is 97********

Answer: Twelve Points Wealth Management's official website is https://twelvepointswealth.com

Answer: Twelve Points Wealth Management's revenue is $25 Million to $50 Million

Answer: Twelve Points Wealth Management's SIC: 8732

Answer: Twelve Points Wealth Management's NAICS: 812990

Answer: Twelve Points Wealth Management has 11-50 employees

Answer: Twelve Points Wealth Management is in Financial Services

Answer: Twelve Points Wealth Management contact info: Phone number: 97******** Website: https://twelvepointswealth.com

Answer: Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost Americas 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.

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