Twelve Points Wealth Management

Visit our website to read our full Second Quarter 2024 Review: https://bit.ly/3WoQBnZ

Last month @Aram-Verdiyan from @Accolade-Partners joined Twelve Points to discuss the opportunity in blockchain technology and the current state of the crypto market. Watch the full webinar on our Youtube channel to learn about the following topics: - Adoption of blockchain technology - Uses and applications of blockchain - Current risks - Update on the regulatory environment - Ways investors can get exposure to the blockchain asset class Link to webinar recording: https://bit.ly/4bs8qIf

At Twelve Points Wealth Management, we are dedicated to empowering women with the knowledge and tools they need to achieve financial independence and security. Whether you are planning for retirement, managing investments, or navigating life transitions, our team offers personalized strategies designed with your unique needs in mind. We are here to support you in building a prosperous and confident financial future. Learn more about our wealth management services for women by visiting our website: https://bit.ly/2X9lSAc

Foundations and endowments require specialized financial management to ensure they meet their mission and achieve long-term sustainability. Twelve Points Wealth Management offers expertise in managing the unique needs of these organizations. We provide strategic planning, investment management, and risk assessment to help your foundation or endowment grow and succeed. Our team is committed to aligning your financial strategies with your philanthropic goals, ensuring that your impact is both meaningful and enduring. Learn more about our services for foundations and endowments: https://bit.ly/39u7Csa

As a trustee, you carry the significant responsibility of managing and protecting assets for beneficiaries. At Twelve Points Wealth Management, we understand the complexities and fiduciary duties involved in trustee services. Our experienced team offers comprehensive support, from investment management to compliance and reporting, ensuring that your role as trustee is executed with excellence. Partner with a wealth management firm that prioritizes trust, transparency, and tailored solutions to meet the needs of your beneficiaries. Explore our trustee services: https://bit.ly/3fuQkxK

Entrepreneurs face a unique set of challenges when it comes to managing their finances and planning for the future. At Twelve Points Wealth Management, we specialize in understanding these challenges and providing tailored solutions that help entrepreneurs thrive. With years of experience in guiding business owners, we offer strategies that support both your business and personal financial goals. Our dedicated team is here to ensure that your hard work translates into a secure financial future. Let us help you navigate the complexities of wealth management so you can focus on innovation and growth. Discover how we can support your entrepreneurial journey: https://bit.ly/3SRd5MF

The time has come to once again vote for Twelve Points as the #1 Wealth Management Firm for lawyers in Massachusetts. Voting is easy, and only takes a few minutes! 1. Click this link: https://bit.ly/4bBXDv9 2. Select “Wealth Management” under categories 3. Enter your email to cast your vote for Twelve Points Wealth Management! Voting ends July 15th!

Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. In our upcoming webinar, we break it down for you with easy-to-understand discussions of: - Credit Scores & Affordability - Down Payments & Close Costs - Mortgage Process & Home Inspections - Effects of Interest Rates On Housing Market - Working With a Real Estate Agent - Buying vs. Renting Register for our webinar at 12PM on July 17 to learn more: https://bit.ly/4bsL98X

Congratulations to our very own Francesca Federico, C(k)P® AIF® CPFA®, who has been recognized as #23 of the Top 200 U.S. Advisors to Watch in 2024 by AdvisorHub! AdvisorHub received a record number of nominees this year, which is why our team is so proud to highlight this amazing accomplishment. Hard work and family values have guided Francesca’s career. Growing up, she worked at her family’s second-generation automotive business, where she had the opportunity to work with a financial advisor on the company’s retirement plan. She credits her values as the driver for robust organic growth - “We have grown this large by doing the right thing, day in and out. One client at a time, one connection at a time, one handshake at a time!” See the list here: https://lnkd.in/ebV_5KHQ Visit our website to learn more about this award: https://bit.ly/3XT4KvQ

"Over my multi-decade career as a Wealth Advisor, I have worked with clients who were wildly successful, building multi-generational wealth from nothing, and others, who made millions and spent it all, ignoring our guidance, and ending their lives worrying about having enough. These years of experience have taught me what makes our clients successful at building and retaining their wealth, and the habits we can all benefit from adopting." - Deborah Cartisser, Senior Wealth Advisor at Twelve Points Wealth Management Read our recent blog post to learn tips to build, grow, and protect your wealth from the perspective of a Wealth Advisor: https://bit.ly/3XKi6uo