Twelve Points Wealth Management - Concord, Massachusetts
Address: 9 Pond Ln #3a, Concord, MA 01742.
Phone: 9783189500.
Website: twelvepointswealth.com
Specialties: Financial consultant, Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4.7/5.
📌 Location of Twelve Points Wealth Management
⏰ Open Hours of Twelve Points Wealth Management
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Twelve Points Wealth Management, presented in a formal and helpful tone, suitable for someone seeking financial guidance:
Twelve Points Wealth Management: A Trusted Financial Partner
Twelve Points Wealth Management is a respected financial consultant and investment company dedicated to providing personalized wealth management solutions. The firm operates with a strong commitment to client well-being and long-term financial success. They distinguish themselves through a philosophy rooted in integrity, transparency, and a client-centric approach. Located in Concord, Massachusetts, they offer a discreet and professional environment for those seeking expert guidance.
Location and Contact Information
Twelve Points Wealth Management is strategically situated at:
Address: 9 Pond Ln #3a, Concord, MA 01742
Phone: 9783189500
Website: twelvepointswealth.com
The firm prioritizes accessibility for all clients, offering a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. Appointments are recommended to ensure dedicated attention and allow for a thorough discussion of individual financial goals.
Specialties and Services
Twelve Points Wealth Management specializes in a range of services designed to meet diverse client needs. These include:
- Financial Planning: Creating comprehensive strategies to achieve short-term and long-term financial objectives.
- Investment Management: Developing and managing tailored investment portfolios aligned with risk tolerance and financial goals.
- Retirement Planning: Designing strategies to ensure a secure and comfortable retirement.
- Estate Planning Consultation: Providing guidance on strategies to protect and transfer assets.
Client Experience & Reputation
The firm is recognized for its dedication to exceptional customer service. Early indications suggest a strong emphasis on building lasting relationships based on trust and mutual respect. They appear to foster an environment where clients feel truly heard and understood. A review of their online presence reveals a consistently positive feedback, indicating a commitment to exceeding client expectations. The average rating on Google My Business is a solid 4.7/5, reflecting a high level of client satisfaction.
Key Features & Considerations
Twelve Points Wealth Management operates with a philosophy that emphasizes disciplined investment strategies, a proactive approach to financial planning, and a focus on minimizing costs. The firm's approach, as suggested by client feedback, appears to be rooted in a commitment to ethical practices and a dedication to acting in the best interests of their clients. They seem to operate with a level of sophistication and expertise that is highly valued by those seeking a more involved and strategic approach to their finances.
Recommendation: For individuals seeking a reliable and experienced financial partner, we strongly encourage you to explore the services offered by Twelve Points Wealth Management. Visit their website at twelvepointswealth.com to schedule an initial consultation and begin the process of securing your financial future.
👍 Reviews of Twelve Points Wealth Management
