Twelve Points

At Twelve Points Wealth Management, we understand that attorneys have unique needs when it comes to financial planning and managing wealth, since some members of our team have worked as attorneys themselves. By partnering with us, you can partner with a wealth manager who understands your status as an attorney at a busy firm, has well over a decade of experience working with law firm attorneys like you, and will help you develop a comprehensive financial plan tailored to your needs.

Learn more about our wealth management services for attorneys: https://bit.ly/3Oz472v

As clients approach retirement, it is more important than ever to understand the impact that Medicare has on both their healthcare and retirement income. Next week we are excited to host a webinar to help clients consider their Medicare options and make the best decision for their situation.

Join us on Tuesday, August 20th at 12PM for our upcoming webinar - "Making Medicare Work for You". Register here: https://bit.ly/4d1ZUBb

Because we started our firm as entrepreneurs, we understand the sacrifice it takes to build a successful business in a fast-paced world where every minute counts. We are your dedicated financial partner, committed to understanding the heartbeat of your company.

Our clients tend to find that, after working with us, they have more confidence and clarity in their overall financial picture, personally and professionally. More importantly, they feel they have the freedom to spend more time on the areas that really matter to them throughout their careers and beyond.

We all arrive in adulthood with beliefs and emotions around money that are shaped by our parents and our life experiences. Taking time to understand how this programming shapes our way of handling money can go a long way to help us be more deliberate in our financial lives, and to foster a healthier approach to money.

In our recent blog post, Ken Hoda, the author of "Happy Money", describes 7 money personality types and typically, people fall into more than one category. Read the blog to learn more: https://bit.ly/3Sn48v

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

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!

Congratulations to our very own Francesca Federico, who has been recognized as one of the 2024 Advisors to Watch 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!”

Visit our website to learn more about this award: https://bit.ly/3XT4KvQ

Recently, Inc. Magazine released its prestigious Best Workplaces list, its annual roster of companies that set the standard in workplace culture. We are proud to announce that Twelve Points has been named one of Inc.’s Best Workplaces for 2024!

Our team at Twelve Points is very proud of everything we have accomplished in our first 10 years. We have been fortunate enough to earn accolades for growth, expertise in our field, and more, but recognition from our employees that the culture we are building works is the one which makes us most proud.

Without our fantastic employees, we cannot serve our wonderful clients. Hopefully, this type of recognition will attract even more teammates who are committed to our brand of unreasonable hospitality.

Read our blog to learn more about this award: https://bit.ly/3xAYoGL

Recently, our Women's Wealth Empowerment team had the pleasure of hosting another event, with the goal of uniting dynamic women across diverse industries, fostering meaningful connections, exchanging insights, and celebrating the strength of women supporting one another.

An insightful discussion was led by Joan Harris, a Founder and Managing Partner of Symphony Care Management, LLC, on how to care for aging parents.

Thank you to Joan for leading this discussion, and to everyone who helped make this event such a success!

This week our team had the honor of sponsoring an exciting event hosted by Mass Restaurants United - “Breaking Boundaries in Hospitality”!

Here at Twelve Points, we model our practice after Will Guidara's book, "Unreasonable Hospitality", so it was incredible to meet him in-person. We heard his insights on the current state of hospitality across many different industries, especially restaurants, as the key note speaker at this Massachusetts Restaurants United Event. Thank you to everyone who helped to make this evening such a success!

Twelve Points is proud to sponsor an exciting upcoming event hosted by Massachusetts Restaurants United - “Breaking Boundaries in Hospitality”!

On Monday, June 10th, join us as we dive deep into the boundaries that continue to have a choke-hold on the restaurant industry. Our special key note speaker is renowned restaurateur and acclaimed author of “Unreasonable Hospitality”, Will Guidara.

Tickets are $85 per person and are now live! Your ticket includes; event participation, Lunch + 1 year membership to Mass Restaurants United (expiring June 10, 2025).

Register for the event here: https://bit.ly/44GcRgR

If you learn that a good friend or relative wants to appoint you as their personal representative in their will, what do you need to know before accepting the appointment?

The personal representative (formerly called an executor/trix) is responsible for all the duties centered around settling an individual’s estate and no matter how simple the finances are, there is a lot of work to be done. There are many things to consider and evaluate before accepting this role, such as the duties of a personal representative and what could potentially go wrong.

Read our recent blog post to learn everything there is to know about accepting a role as a personal representative: https://bit.ly/4bYPa5C

Ten years ago today, we opened the doors of Twelve Points. 10, the symbol of a perfect score. It certainly hasn’t been perfect, but as we sit and reflect on what the last 10 years have meant, I think of all of the lives that have been impacted. More than a wealth management firm, we wanted it to be a symbol of what we believed to be the right way to treat people, a movement if you will. We believed that clients deserved a fiercely independent, service-oriented brand. We dreamed that the people who joined our family would feel the passion we had for what we did every day, the desire to make our clients’ dreams come true, the dedication to service and the diligence with which we attacked these goals. We’re very pleased with how far we’ve come but look even more optimistically to our future. Our firm’s motto is that we provide our clients “The Freedom To… (Dream, Live, Provide for their Family, Retire, Deliver Excellent Employee Benefits, Pursue Their Mission, Increase their Financial Literacy).” We look forward to seeing all of our clients realizing their own individual freedoms and our role in facilitating those. Thanks to everyone who believed in us and who’s been a part of the dream so far. Here’s to many more decades of success.

Proud to be a part of an organization and an event that supports restaurants that serve our commonwealth!

Why did our teammate, Barbara Maietta, pursue a career in Financial Planning at Twelve Points Wealth Management?

"I became a financial planner so that I could help individuals and families, like myself, create financial solutions that give them the confidence and ability to achieve their long term goals. I am passionate about understanding people’s hopes and needs and partnering with them to create holistic financial planning solutions that they can understand and achieve." - Barbara Maietta

Learn more about Barbara here: https://bit.ly/3FXTUc5

Our team was delighted to attend the Ron Burton Humanitarian Award Dinner last week, hosted by Ron Burton Training Village at Gillette Stadium!

Congratulations to Humanitarian Award Recipients Karen and Rob Hale, and a huge thanks to Ron Burton Training Village for hosting this event. For the past 30 years, this incredible organization has has served over 9,000 young men and women in their spiritual, physical and educational growth. We are honored to support RBTV's mission of helping youth to achieve their purpose, despite life’s challenges.

Twelve Points is proud to sponsor an exciting upcoming event hosted by Massachusetts Restaurants United - “Breaking Boundaries in Hospitality”!

Mark your calendars for June 10th and join us as we dive deep into the boundaries that continue to have a choke-hold on the restaurant industry. Joining us as
a special key note speaker is renowned restaurateur and acclaimed author of “Unreasonable Hospitality”, Will Guidara.

Tickets are $85 per person and are now live! Your ticket includes; event participation, Lunch + 1 year membership to Mass Restaurants United (expiring June 10, 2025).

Register for the event here: https://bit.ly/44GcRgR

At Twelve Points Wealth Management, it is our great privilege to work with families and individuals to ensure that a grantor’s wishes are carried out and their assets taken care of, while focusing on maintaining family harmony and welfare. When you partner with us, we leverage our specialized expertise, discretion, and resources for your benefit.

In serving as your corporate trustee or co-trustee, we help you navigate trust documents, maintain records, balance the interests of all beneficiaries, and properly manage assets, including investments, fund distributions, and filing tax returns. Learn more about our Trustee Services and Legacy Planning: https://bit.ly/3fuQkxK

Our team at Twelve Points was delighted to be a part of such an impactful morning at the Breakfast for Hope Event, hosted by Samaritans, Inc.

Kathleen Marchi, Samantha Joseph, board members, volunteers and the team at Samaritans, Inc. hosted an incredible event on a bright Friday morning in Boston at the Hilton Boston Park Plaza, inviting attendees to take part in Samaritans Inc.'s mission to prevent su***de and support those affected by it.

Thank you to all the speakers who did a wonderful job shedding light on this important mission. To learn more about the incredible, life-saving work done by Samaritans, Inc, visit their website: https://bit.ly/32Qge3u

Partnering with a financial advisor isn't just a logical move - it's also been proven to increase your overall happiness and life satisfaction!

According to a recent survey conducted by Herbers & Company, it was found that working with an advisor can mean the difference between being happy with financial success or allowing money to decrease happiness, for those who make it to the top 5% of wealth in the U.S.. The data from this survey of over 1,000 U.S. consumers indicated that a financial advisor is needed to increase happiness levels above the $1.2 million threshold.

Interested in partnering with a financial advisor? Contact one of our Wealth Management experts to begin building a financial plan tailored to meet your needs: https://bit.ly/4a6UZfX

Managing finances can be challenging - which is why we believe in the importance of raising financially savvy children. Teaching your kids about money early on will give them the tools they need to become more financially independent as they get older, and it's never too early to begin their financial education.

Join us for our webinar on May 22 - "Raising Financially Fit Children" - where we will discuss conversations and exercises to raise financial awareness for kids of all ages.

Register here: https://bit.ly/3WpWLpo

Our team of Wealth Managers recognizes the importance of building on your financial foundation through bold, clear, and refined planning - especially when working with attorneys. Having well over a decade of experience working with law firm attorneys, we understand that attorneys have unique needs when it comes to financial planning, managing wealth, and leaving a personal legacy.

Partner with an expert who will devise and implement a plan to safeguard your wealth and your time so you can focus on what matters most to you. We are here to help you develop a comprehensive financial plan tailored to your needs.

Learn more about our Wealth Management plans for attorneys: https://bit.ly/3Oz472v

Our sister company, Twelve Points Academy, is changing lives through their commitment to fostering financial literacy in young adults.

Twelve Points Academy is a non-profit educational organization that offers programs and courses related to financial topics, ranging from the basics of financial literacy to advanced market concepts.

This program utilizes Twelve Points’ financial experience to educate a variety of diverse communities, prepare future generations, and re-shape financial education to incorporate the significant role that values play in our financial–and non-financial–lives.

Visit the website to learn more: https://bit.ly/3VFnwWL

At Twelve Points Wealth Management, we believe that money should be viewed as an avenue to facilitate the realization of one’s aspirations and values, rather than an end goal in itself.

When approached with intentionality and mindfulness, financial resources can empower athletes to lead lives of purpose and impact. By providing resources and guidance on financial literacy, goal setting, and values clarification, institutions can equip athletes with the tools they need to make informed decisions and navigate the complexities of NIL opportunities.

Read our recent blog "Redefining The Role Of Money For College Athletes: A Journey Of Values And Empowerment" to learn more: https://bit.ly/4dlrfio