Tracey Hartford

Corporate Retirement Plan Specialist

My passion is helping people plan for their future. I enjoy navigating my clients needs and helping them to see the big picture, all while building manageable strategies that will align with their values and goals.

Tracey joins Twelve Points Wealth Management with over 20 years of extensive client relations experience, specifically in the construction industry. In her previous role as Vice President of Client Services at Windover Construction, Tracey used her exemplary communication and organizational skills to strategically find clients that best aligned with the firm’s mission and vision. Once on board, Tracey was responsible for maintaining a presence with the company’s clients and project teams, ensuring that the company delivered everything promised from the early stages to project completion. Tracey currently serves as a Board Director for Boston’s Commercial Real Estate Women (CREW Boston) and volunteers her time at various organizations throughout the region.

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