About Twelve Points Wealth Management
Twelve Points Wealth Management is an SEC-registered investment adviser dedicated to providing comprehensive retirement plan advisory services. Based in Concord, Massachusetts, the firm specializes in optimizing various types of retirement plans, including Corporate Defined Contribution Plans, Non-Profit Organization Defined Contribution Plans, Non-Qualified Plans, and Defined Benefit/Cash Balance Plans. Twelve Points offers services such as meticulous plan administration, expert 3(38) investment fiduciary management, stringent plan compliance, and engaging employee education and guidance programs. They are committed to helping organizations meet fiduciary and regulatory requirements while enhancing plan participant outcomes. With a focus on conflict-free and expertly managed solutions, Twelve Points Wealth Management serves clients across Concord, MA, and beyond, supporting businesses in attracting and retaining top talent through strategic retirement planning. Their team of experienced professionals ensures plans are optimally governed, compliant with ERISA, Department of Labor, and IRS mandates, and aligned with client-specific goals. Twelve Points strives to act as an extension of staff, overseeing and coordinating all plan activities to minimize liability and maximize plan effectiveness.
Website: https://www.twelvepoints.com/retirement-plan-advisory/
Founded: 2014
Employees: 30
Office Locations
- Concord, MA (Headquarters)