SUMMIT, NJ - Point View Wealth Management, which offers a world-class level of wealth management coupled with a boutique level of personalized attention, has expanded and recently introduced a new team member.
Founded in 1993, Point View is an independent, fee-only, SEC registered investment advisor providing customized portfolio management services and comprehensive financial planning. With the addition of John Petrides as managing director, the Point View team now features:
David G. Dietze, President, Chief Investment Officer & Founder
Claire Toth, Vice President & Chief Operating Officer
John Petrides, Managing Director & Portfolio Manager
Elaine Phipps, Portfolio Manager
Donna St. Amant, Portfolio Manager
Jeanette Carey, Senior Client Service Specialist
Chris Gilmartin, Client Service Specialist
Annette Tucker, Client Service Manager
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Point View's expertise and success have been widely lauded in the wealth management industry, with the firm recently named number 5 on CNBC’s list of the top 100 fee-only wealth managers in America.
Point View manages more than $200 million in assets for a select group of families. The firm believes no two clients are the same, and should not be treated as such. The firm's journey begins with meeting each client and having an open dialogue, learning the family’s financial history, and listening to what are they trying to achieve.
What follows is a thorough analysis of current investment holdings, an examination of taxable and tax sheltered accounts, an analysis of employee stock positions, and an exploration of charitable endeavors.
Next, Point View offers its recommendations, suggesting an investment asset allocation plan, and action steps to build a financial plan to attain the family’s financial goals and for generational wealth creation.
Finally, once both parties agree, Point View executes the financial plan over a timely manner and provides ongoing monitoring and reporting.
In its construction of client portfolios, Point View's major focus is risk management and diversification. The firm avoids making major bets in any one stock or sector, and prefers equally weighting both. Point View rebalances clients’ portfolios on a monthly basis to ensure that no one position or sector becomes too large. If so, it is rebalanced back to the targeted plan.
Point View's philosophy is that its financial planning efforts are an ongoing and evolving process, which requires constant communication among all the family members, accountants, and lawyers for estate planning issues. Point View communicates with each member of a client's team to ensure that everyone is on the same page with the financial goals they are looking to achieve.
Point View takes pride in its fiduciary responsibility to manage a client’s assets in a prudent manner, offering sound financial advice, and communicating often and thoroughly on all manners related to the client’s assets, financial markets, and evolving tax and legal landscape.
For a complimentary consultation, contact David Dietze (email@example.com), John Petrides (firstname.lastname@example.org), Claire Toth (email@example.com), Donna St.Amant (firstname.lastname@example.org), or Elaine Phipps (email@example.com).
Point View Wealth Management is located at 382 Springfield Ave. in Summit, and can be reached at 908-598-1717.