Twelve Points
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Twelve Points Website
Twelve Points Website
It’s our mission to become your most trusted advisor. At Twelve Points, we are more than advisors – we are Legacy Architects, partnering with families, business owners, companies, and non-profits to design, build, and protect the life and impact they’ve worked so hard to create. Wealth Advisory I am looking for wealth management services for myself […]
Upcoming Webinars
3/19 - The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
3/19 - The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
In this session, we’ll break down the everyday decisions that influence how much you owe in taxes—from how you save through your paycheck to navigating job transitions, equity awards, charitable gifts, and family changes. We’ll also preview key tax updates expected in 2026 so you can plan ahead.
3/26 - Staying Financially Grounded When Life Gets Messy
3/26 - Staying Financially Grounded When Life Gets Messy
Life’s twists and turns can impact your finances in unexpected ways. This webinar prepares women with practical strategies to stabilize and reset your finances through major life changes from career shifts and caregiving to divorce, loss, and other disruptions.
3/25 - Make Your Retirement Fulfilling - Follow Your Passion
3/25 - Make Your Retirement Fulfilling - Follow Your Passion
Join us on March 25th for an engaging and reflective webinar where we will share practical techniques and guided exercises to help you explore, define, and reconnect with what truly motivates you. This session is designed to help you envision a retirement that is deeply meaningful.
2026 Webinars
2026 Webinars
Webinars The following is the schedule for our Twelve Points Webinar Series. Hosted by our Twelve Points team, these webinars are designed to provide insight and educate you on specific and relevant financial topics. For updates and registration links to other upcoming webinars, look out for our monthly newsletter that you should be receiving in […]
2026 - Center for Women Webinars
2026 - Center for Women Webinars
Webinars The following is the schedule for our Twelve Points Webinar Series. Hosted by our Twelve Points team, these webinars are designed to provide insight and educate you on specific and relevant financial topics. For updates and registration links to other upcoming webinars, look out for our monthly newsletter that you should be receiving in […]
Webinar Replays
From Allowance to Independence: Raising Financially Fit Kids
From Allowance to Independence: Raising Financially Fit Kids
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
Why Long-Term Care Insurance is a Safety Net Everyone Should Consider
Why Long-Term Care Insurance is a Safety Net Everyone Should Consider
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
Four Strategies to Make the Most of Your Retirement Lifestyle
Four Strategies to Make the Most of Your Retirement Lifestyle
Twelve Points is an independent Registered Investment Advisor with offices in Concord, MA and Boston’s South End. We offer customized retirement plan advice,...
Your Life, Your Wealth: A Decade by Decade Financial Roadmap for Women
Your Life, Your Wealth: A Decade by Decade Financial Roadmap for Women
Twelve Points is an independent Registered Investment Advisor with offices in Concord, MA. Subscribe to our YouTube channel: https://www.youtube.com/channel/...
Blogs
Understanding the New Annual Discretionary Match Notice Requirement for 401(k) Plans - Twelve Points
Understanding the New Annual Discretionary Match Notice Requirement for 401(k) Plans - Twelve Points
For many 401(k) plan sponsors, the calendar year brings familiar tasks: preparing Form 5500, updating notices, and communicating plan changes to
Beyond Estate Planning: Don't Die Without Doing This
Beyond Estate Planning: Don't Die Without Doing This
Written by: Deborah Cartisser If we, as rational, intelligent beings, are aware of our mortality, why is it that most of us are unprepared for our own
Read More Blogs
Read More Blogs
About Twelve Points
New England’s 50 fastest-growing companies - The Boston Globe
New England’s 50 fastest-growing companies - The Boston Globe
For the first time, the Globe and Statista rank the region’s revenue-growth champions.
Boston Business Journal 50 Fast Growing Companies in Boston
Boston Business Journal 50 Fast Growing Companies in Boston
The Boston Business Journal has released this year’s Fast 50 corporate honorees, representing the 50 fastest-growing private companies in Massachusetts.
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Important Disclosure Information
Twelve Points Podcast
Twelve Points Podcast
Congratulations Francesca Federico
Congratulations Francesca Federico
Wealth Advisory
Wealth Advisory
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