At Twelve Points Wealth Management, we specialize in leading our clients through the transformative and exciting journey into and through retirement.
We offer more than financial strategies. We will challenge you to explore your passions and uncover opportunities to bring purpose into your retirement years. We integrate your values, vision, and lifestyle goals with sound financial planning so you can feel secure, fulfilled, and confident.
Visit our Retirement Lifestyle page to access tools, insights, and resources to help you begin your journey to intentionally design your lifestyle.
Twelve Points offers a highly personalized planning approach tailored to your goals, lifestyle, and income needs. Our Wealth Advisors will help you:
Upcoming Webinar
In this session, we’ll break down the everyday decisions that influence how much you owe in taxes—from how you save through your paycheck to navigating job transitions, equity awards, charitable gifts, and family changes. We’ll also preview key tax updates expected in 2026 so you can plan ahead.
With over 25 years in the financial services industry, Barbara works every day to help her clients achieve financial security and transition to an active and fulfilling retirement.
At Twelve Points, Barbara follows her passion to understand and help people achieve their retirement passions and financial goals. Barbara draws from her diverse background in financial services, life experiences and training to create a holistic financial planning experience for our clients and results in a smooth transition into retirement and achievement of their dreams.
To discuss how we can help you transition your wealth and intentionally design your lifestyle in retirement, please provide your contact information, and we will respond within 24 hours.
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