Twelve Points Wealth Management of Concord

Twelve Points Wealth Management of Concord is a Financial Planner in Concord, MA. The firm serves families, business owners, companies, and non-profits through wealth advisory, retirement plan advisory, business advisory, and institutional investment advisory services. It holds a rating of 4.80 based on customer reviews.

The firm describes itself as Legacy Architects. Services include evaluating investment portfolios, insurance planning for auto, home, renter’s, umbrella, life, and disability coverage, and financial empowerment guidance for women. The team offers recorded webinars on topics such as preparing to age successfully and protecting assets. The practice offers complimentary initial consultations to define freedom and turn visions into reality.

The leadership team includes Co-Founder, CEO, and CCO Dave Clayman, who holds AIF, CPFA, CMT, C(k)P, and CPWA credentials; Co-Founder and President Francesca Federico, who holds C(k)P, AIF, CPFA, and CDFA credentials; and Co-Founder and Principal Manny Frangiadakis, who holds AIF and CPFA credentials. Principal of Family Office Services Chris Cahill holds J.D., CFP, and CAP credentials. Other team members include Managing Director Neil Tremblay, Chief Investment Officer Steve Bruno, Senior Wealth Advisor Deborah Cartisser, Senior Relationship Manager Becky Cloutier, Controller Terri Defina, and Strategic Advisor Taylor Duffy. Dave Clayman provides business valuation and leadership clarity for business owners.

The practice is recognized for its positive rating from the customers who have reviewed it.

Twelve Points Wealth Management of Concord applies its advisory credentials and team expertise to help Concord residents and local businesses build lasting financial impact.

The firm is located on Pond Lane, just a short distance from Main Street. It sits near Second Division Brook and is within walking distance of West Concord Park.

BizScoreAI gives the website a Technical score of 96 out of 100, ensuring the site is secure and easily read by search engines. The Discoverability score is 75 out of 100, which allows AI crawlers to find every page and recommend the business. The practice ranks number 1 of 6 Financial Planner businesses in Concord according to BizScoreAI.