formerly Prospect.

Company Information

Twelve Points Wealth Management

Website

https://www.twelvepoints.com/wealth-advisory/

Employee count

29

Industry

Financial Services

Headquarter

Concord, Massachusetts, United States

Employees

Dave Clayman, CMT®, C(k)P®, AIF®, CPWA®

Co-Founder and CEO, Wealth Manager

Chris Cahill, J.D., CFP®, CAP®

Partner and Principal in the Family Office division

Kimberly Van Winkle

Chief Compliance Officer

Daniel Sharkey, CFP®, CEPA

Senior Relationship Manager

Steve B.

Chief Investment Officer

Frequently Asked Questions About Twelve Points Wealth Management

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