Are You Overpaying Taxes Through Your Asset Allocation?
Join hosts David Dietze -- Point View Wealth Management's Founder, President and Chief Investment Strategist, and Claire Toth, the firm's Vice President and Chief Operating Officer, on May 8. beginning at 3 p.m. (EDT), and learn how to allocate your assets to help you secure your wealth.
To register for this FREE Webinar, click events.genndi.com/register/818182175026319694/b2fd0efff5
For over 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals.
Click here to contact David Dietze, John Petrides, Claire Toth, Donna St.Amant and Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how we can help you and your family meet your financial objectives. To sign up for our complementary commentaries and newsletters, e-mail us at firstname.lastname@example.org.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.