Twelve Points

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 or my family.

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Retirement Plan Advisory

I am looking for retirement services for my company or organization.

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Business Advisory

I am ready to maximize profits, lead with purpose, and leaving a lasting legacy.

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Institutional InvestmentAdvisory

I am looking for institutional investment guidance for my nonprofit or corporation.

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Guided by purpose.

Driven to build
lasting impact.

Meet the Team

Dave Clayman

Co-Founder and CEO

Francesca Federico

Co-Founder and President

Manny Frangiadakis

Co-Founder and Principal

Chris Cahill

Principal, Family Office Services

Upcoming Webinar

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March

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.

RecordedWebinars

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Staying Financially Grounded When Life Gets Messy

Watch Staying Financially Grounded When Life Gets Messy Now

Make Your Retirement Fulfilling – Follow Your Passion

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...

Watch Make Your Retirement Fulfilling – Follow Your Passion Now

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...

Watch The Taxman Cometh: Strategies to Minimize Your Contribution to the Government Now

The Invisible Risks of Wealth You Shouldn’t Ignore

We will help you uncover the risks that quietly threaten even the most thoughtful financial plans. We will explore some unforeseen issues that can put hard earned wealth at risk. Learn to...

Watch The Invisible Risks of Wealth You Shouldn’t Ignore Now

Insights

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Retirement Plan Advisory

Helping a Construction Company Transition from SIMPLE IRAs to a 401(k) Plan

For growing construction companies, the retirement plan that worked in the early days can quickly become a burden. When a firm expands its workforce, what once felt manageable – a collection of...

Retirement Plan Advisory

Retirement Savings Strategies at Every Decade

Written by: Greg Phillips, AIF®, CPFA®, C(k)P® Retirement planning is not a straight line. Careers change, income fluctuates, families grow, and priorities shift. That is why at Twelve Points, we emphasize building a...

Wealth Advisory

Protecting Your Wealth and Your Privacy: Why Trusts Matter

Written By: Deb Cartisser Trusts are often misunderstood, yet they are one of the most powerful and flexible tools available for protecting wealth, directing legacy, and creating clarity for the people you...