Your Wealth. Your Freedom. Your Impact. You’ve built something important—now let’s design a life and legacy worthy of it.
At Twelve Points, we are Legacy Architects.
We go beyond traditional financial advising to guide families and business owners through some of the most meaningful decisions of their lives: growing their business, planning succession, and preparing for a future defined not just by money, but by impact. For us, legacy isn’t an afterthought—it’s the blueprint. We help clients clarify what matters most and align their wealth, time, and values to serve that vision. Whether scaling, selling, or passing the torch, we make sure your success becomes something that lasts. You’ve built something important—now let’s design a life and legacy worthy of it.
Family
Wealth Coordination
We help families preserve, grow, and transfer wealth across generations with personalized financial planning, investment management, and legacy strategies.
Estate
Planning
Make important decisions while you can, and discover how an Estate Plan helps you secure your assets, protect your family’s future, and leave a lasting impact.
Investment
Management
We provide disciplined, research-driven investment management tailored to your goals, helping you build and protect wealth through changing market conditions.
Trustee
Services
Our fiduciary duty is to manage the trust as you direct in your trust document. Whether you have a trust or want to create one, you can be confident that your family will be cared for by having your trust managed by experienced professionals.
Tax
Planning
We develop proactive, personalized tax strategies to help you minimize liabilities, maximize after-tax returns, and align your financial plan with current tax laws.
Insurance
Planning
We help you evaluate and integrate insurance into your broader financial plan – protecting what matters most while managing risk and preserving wealth.
From life and disability protection to long-term care considerations, our insurance planning aligns coverage with your goals and vision.
Our guidance will help you define what freedom means for you and turn that vision into reality.
This empowers them to live with clarity, lead with purpose, and create the lasting impact they envision.
Our goal is to help them do so with confidence and clarity.
Upcoming Webinar
Give your children the tools to make smart money choices for life. This webinar guides parents on teaching budgeting, saving, spending wisely, and building financial confidence from childhood through young adulthood.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license 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 is engaged, or continues to be engaged, to provide investment advisory services.
With the Twelve Points team, you don’t just get a plan – you get a leadership partner who sees the whole picture and helps you live it.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license 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 is engaged, or continues to be engaged, to provide investment advisory services.
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