Dave Clayman of Twelve Points Wealth Management Named Five Star Wealth Manager for the 4th Year in a Row

Dave Clayman, CMT®, AIF®, Wealth Advisor and Co-Founder of Twelve Points Wealth Management, has been named a recipient of the 2015 Five Star Wealth Manager award. This is the fourth year in a row that Mr. Clayman has been recognized by Five Star Professional. The award winners will appear in a special section of Boston Magazine’s February issue; the magazine partnered with Five Star Professional to conduct research and identify wealth managers in the Boston area who exhibit exceptional ability and a commitment to client satisfaction. A total of 816 of the 3,542 licensed wealth managers nominated in the Boston area were selected to receive this award.

Candidates were nominated by their firm, their peers, or were pre-qualified based on industry standing, and were evaluated based on ten objective criteria. The scoring took into account both negative and positive evaluations. In addition to having a minimum of five years’ experience in the industry, those wealth managers considered for the award were reviewed for regulatory actions and customer complaints, client retention rates, education, and designations.

“I’m honored to have been recognized for the fourth year in a row by Boston Magazine and Five Star Professional,” states Mr. Clayman. “This award is truly a testament to the great team and outstanding clients I am fortunate to work with every day at Twelve Points. Wealth creates demands on our clients that we aim to ease; we make ourselves available to assist them in the manner that suits each of them best. Our clients are a select group that values our relationship and the opportunity to work with us as much as we do them.”

About Twelve Points Wealth Management
Dave Clayman, CMT®, AIF®, Wealth Advisor is Co-Founder and Principal of Twelve Points Wealth Management, an independent Registered Investment Advisor based in Concord, MA. The firm also has offices in Boston’s South End. Related entities include Twelve Points Capital and Twelve Points Retirement Advisors. Twelve Points specializes in financial planning services, including retirement planning, tax management strategies, estate planning, portfolio management, charitable giving, and legacy planning. Mr. Clayman may be reached at (978) 318-9500 or dave@twelvepointswealth.com. For more information, please visit www.twelvepointswealth.com.

About Five Star Professional
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in 46 markets across the United States and Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com