Authentic leadership that will help you define what freedom means for you and turn that vision into reality.
The true impact of our work is what we call generational significance - a level of freedom and influence that doesn’t end with our clients, but extends to their families, businesses, and communities for decades to come.
At Twelve Points, we help families and business owners shift their thinking from accumulation to alignment. Wealth becomes a means, not an end - a foundation for leadership, a platform for generosity, and a path to intentional living. The clarity our clients gain allows them to make decisions that outlast market cycles and milestones. Their businesses thrive even in their absence. Their families feel secure and included. Their values show up not just in estate documents, but in the way they live.
This is about more than numbers. It’s about translating success into lasting impact - and owning the legacy you’re actively creating, every single day.
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.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Twelve Points Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Twelve Points Wealth by any of its clients.
At Twelve Points, we hold a great appreciation for our incredible community and take great strides to stay connected. Beyond financial guidance, we aim for collaboration and building relationships – through virtual sessions, in-person events, and shared experiences that inspire growth and lasting impact.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, 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 Management is engaged, or continues to be engaged, to provide investment advisory services.
