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Twelve Points Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Twelve Points Wealth Management operates in the financial services sector, offering financial planning, investment management, and concierge-style support to clients. The firm positions itself as a trustworthy, guiding partner to help clients reach their goals, noting that public trust in financial advice has waned. Its values align with the Scout Law, emphasizing trustworthiness, loyalty, helpfulness, and friendliness in managing clients' financial affairs. Based in Concord, Massachusetts, the firm is a small to mid-sized advisory practice focused on personalized client relationships. In December 2022, Twelve Points expanded its team with Tracey Hartford joining as Corporate Retirement Plan Specialist.

Find Twelve Points Wealth Management employees' phone numbers or email addresses

Twelve Points Wealth Management Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Oceania
1

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  • Australia
    1

Twelve Points Wealth Management's Leadership

  • Stylized image of a person
    D. K.
    Chief Operating Officer
    Mobile Phone
  • Stylized image of a person
    M. M.
    Financial Adviser
    Mobile Phone
  • Stylized image of a person
    W. R.
    Wine Educator
    Mobile Phone

Twelve Points Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Legal
  • Other
  • Consultant

Contact profiles from Twelve Points Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. K.
    Chief Operating Officer
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Financial Adviser
    Mobile Phone
    United KingdomEngland
    Aug 02, 2026
  • Stylized image of a person
    W. R.
    Wine Educator
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Twelve Points Wealth Management known for?

Minus sign iconPlus sign iconTwelve Points Wealth Management was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-978-318-****
. Explore Twelve Points Wealth Management's company overview page for more information.

What is Twelve Points Wealth Management's most common email format?

Minus sign iconPlus sign iconTwelve Points Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Twelve Points Wealth Management email formats with LeadIQ.

How many employees does Twelve Points Wealth Management have currently?

Minus sign iconPlus sign iconTwelve Points Wealth Management has approximately 28 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Twelve Points Wealth Management's key employees and leadership?

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As of July 2026, Twelve Points Wealth Management's key employees include:

  • Chief Operating Officer: D. K.
  • Financial Adviser: M. M.
  • Wine Educator: W. R.

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