Twelve Points Wealth Management 9 Pond Lane, Concord, MA 01742
About the Business
Twelve Points Wealth Management is a finance institution located at 9 Pond Lane in Concord, Massachusetts, United States. Our team is dedicated to providing our clients with the freedom and security they deserve, built on a foundation of integrity. As a Registered Investment Advisory firm, we act as fiduciaries, always putting our clients' best interests first. Our goal is to be the most trusted advisor for all of our clients' needs, going beyond just finances.
At Twelve Points Wealth Management, we follow the Twelve Points of The Scout Law, with our founder achieving the rank of Eagle Scout. We believe in investing in megatrends that are shaping the global economy, offering our clients exciting opportunities to grow their wealth.
We offer sound financial advice in areas such as protection, mitigation, and planning for the future. If you're ready to schedule your complimentary financial review, visit us at Damon Mill Square, 9 Pond Lane Suite 3A, Concord, Massachusetts. Remember, past publications or acknowledgments should not be seen as a guarantee of future results. Contact us today to experience the freedom and security of working with Twelve Points Wealth Management.
Photos
Location & Phone number
9 Pond Ln #3a, Concord, MA 01742, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have known Dave Clayman for over five years and he consistently practices the 12 scout principles underlying their namesake. This is an award winning firm full of thought leaders who prioritize customer service. I would recommend Twelve Points to anyone looking for wealth management services."
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