Twelve Points Wealth Management is a Registered Investment Advisor and fiduciary; we are legally obligated to put the needs of our clients first. We also provide customized retirement plan advice, fiduciary oversight and employee education for businesses through Twelve Points Retirement Advisors.
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. 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 through comprehensive financial planning, investment management, and by providing concierge level services.