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Recent Posts

October 10, 2018

Our good friend, George Ritacco provided the following insights on website development.  We wanted to share it here for you.

Looking to build a new website or update your current one?  Not sure what to include, how much to include or where to start?

I talk to people ever...

August 20, 2018

Recently, we had the pleasure of interviewing our client Michael Walker to learn about his experiences with our firm.  Michael is the Global Director at Hitachi Vantara and we asked Michael if he would share how we helped him through a critical time in his business.


August 20, 2018

Twelve Oaks Advisors, LLC officially announced today the addition of Jay Weiser, an accomplished strategist and organizational transformation advisor and navigator for Fortune 500 and middle market organizations.  

Jay specializes in business and organizational strategy...

July 3, 2018

Attention on-line sellers!

In case you haven’t been paying attention, South Dakota v. Wayfair was settled last week and the implications are critical for on-line retailers.

A very close and dear friend of ours, Hal Shapiro, Vice President, Tax Plannin...

May 18, 2018

I’m curious… do you filter when you market?  Do you have a strong selection criteria as part of your marketing/planning process?  After all – every marketing dollar counts right?

I had a strong desire today to jot down some thoughts about your audience and I’m shar...