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.
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Verified contacts
24
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
44
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- JK
Jonathan Kondracki
Business Consultant · General Business & Management
EmailPhone - TD
Terri Defina
Financial Controller · Finance & Accounting
EmailPhone - CC
Chris Cahill
Partner and Principal in the Family Office Division · Other
EmailPhone - DC
Dave Clayman
Co-founder and CEO, Wealth Manager · Finance & Accounting
EmailPhone - GP
Greg Phillips
() · Other
EmailPhone - DC
Deb Cartisser
Senior Wealth Advisor · Finance & Accounting
EmailPhone - HL
Hillary Lyon
Relationship Manager · Sales & Business Development
EmailPhone - JF
Joel Fearon
Wealth Advisor · Finance & Accounting
EmailPhone - TK
Tammie Kuhn
Sr Retirement Plan Consultant · Finance & Accounting
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Twelve Points Wealth Management
17 distinct titles indexed · top 10 shown.
- 3relationship manager
- 2senior relationship manager
- 2senior wealth advisor
- 2wealth management intern
- 1()
- 1account relationship manager
- 1associate financial planner
- 1business consultant
- 1chief compliance officer
- 1co-founder and ceo, wealth manager
- +7more titles
Sign up to unlock all 24 contacts at Twelve Points Wealth Management
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