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.
NAPA Top Women Advisors / Top Women of Excellence Award Awarded by the National Association of Plan Advisors (NAPA). Received as the NAPA Top Women Advisors Award from 2020 through 2022 and as the NAPA Top Women of Excellence Award from 2024 through 2025. Compensation was not paid to receive or otherwise be considered for the award.
NAPA Top DC Advisor Teams Awarded by the National Association of Plan Advisors (NAPA) in 2025. Based on self-reported defined contribution assets under advisement as of 12/31/2024. Compensation was not paid to receive or otherwise be considered for the award.
NAPA Aces: Top 100 Retirement Plan Advisors Under 40 Awarded by the National Association of Plan Advisors (NAPA) in 2025. Compensation was not paid to receive or otherwise be considered for the award.
Financial Times Top Retirement Plan Adviser Award Awarded by The Financial Times in 2019 for the time period 1/1/2018 through 12/31/2018. Compensation was not paid to receive or otherwise be considered for the award.
PLANADVISER Top Retirement Plan Advisers Award Awarded by PLANADVISER in 2024 for the time period 1/1/2023 through 12/31/2023 and in 2026 for the time period 1/1/2025 through 12/31/2025. Compensation was not paid to receive or otherwise be considered for the award.
Five Star Wealth Manager Award Awarded by Five Star Professional. Last received in 2025 based on 12/31/2024 data. All prior rankings (2021 through 2024) were published in the fall of each ranking year and were based on 12/31 data of the previous year. Compensation was not paid to receive or otherwise be considered for the award.
Inc. 5000 / Inc. Regionals: Northeast Company ranking by Inc. Magazine. Twelve Points was ranked #119 on the 2025 Inc. Regionals: Northeast list and #860 on the 2020 Inc. 5000 list, based on percentage revenue growth. No fee was paid by Twelve Points Wealth to be included on these rankings.
*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.