Twelve Points Wealth Management Email Formats
Financial Services • 
West Concord, Massachusetts, United States • 21-50 Employees
Twelve Points Wealth Management Email Formats
Twelve Points Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@twelvepointswealth.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@twelvepointswealth.com | 87.5% |
{first name} | john@twelvepointswealth.com | 12.5% |
Key Contact at Twelve Points Wealth Management
Greg Phillips
Director, Financial Wellness & Employee Education
Company overview
| Headquarters | 9 Pond Lane, Suite 3A, Concord, MA 01742, US |
| Phone number | +19783189500 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Risk Management, Wealth Advisory, Charitable Services |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
About Twelve Points Wealth Management
Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. https://twelvepointswealth.com/important-disclosure-information Our values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients' financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can - whether through financial planning, investment management, or using our network of contacts to provide concierge level services. Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.
Employees by Management Level
Total employees: 21-50
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Employees by Department
Twelve Points Wealth Management has 15 employees across 3 departments.
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Number of employees
Funding Data
Twelve Points Wealth Management has never raised funding before.
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