Business & Finance

Press Releases

SRO at the SCC: Point View's Dietze, Toth, Petrides Deliver 2018 Financial Outlook Presentation

0b94d0bd20f2f426a824_5866d69726218fa1044a_1.5.18_II.jpg
00860f8cb008c510a000_43f4ce4950c844253765_TAP__300x250_-_Updated.jpg
1526b97fbdf340f62d9d_1.5.18_III.jpg
12585b83ecf1b223d95b_1.5.18.jpg
0b94d0bd20f2f426a824_5866d69726218fa1044a_1.5.18_II.jpg

Point View Wealth Management's David Dietze, JD, CFA, CFP, Founder, President and Chief Investment Strategist, Claire E. Toth, JD, MLT, CFP, Vice President and John Petrides, MBA, Managing Director & Portfolio Manager, kicked off the New Year with their annual financial presentation to the Suburban Chamber of Commerce.

The trio presented to a packed room on the impact of the new tax laws to investors and the markets, and gave their investment outlook for 2018.

To receive a copy of the presentation slides, please contact us at firm@ptview.com or call 908-598-1717. If you belong to an organization that would be interested in having Point View present, please contact us.

Sign Up for E-News

For nearly 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 DietzeJohn PetridesClaire TothDonna 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 firm@ptview.com.

CNBC has named Point View one of the Top 100 fee-only wealth managers in America.

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

Chatham

Upcoming Events

Carousel_image_e54353bd68f7785329f6_donate-blood

Fri, April 27, 2:00 PM

Madison Area YMCA - Kroll Conference Room, Madison

Blood Drive

Giving Back Health & Wellness Other

Sun, May 20, 2:00 PM

Chatham Township Municipal Building, Chatham

A Tour of Chatham Township and Green Village

Arts & Entertainment

A Week at the Library of The Chathams Monday, April 9 – Sunday, April 15, 2018

ESL PROGRAM ENROLLING NOW!

The program will be held on Thursdays, May 3 through June 21 – 1:30 to 2:30 pm

Registration required

For anyone wanting to improve their English language skills, we are starting our first ever ESL program.  The program will be conducted by Language Education and Resource Network (LEARN) and volunteer tutors for 8 weeks.  Further sessions may be ...

Spending More Per Pupil Doesn’t Guarantee Additional or Enhanced Success

April 20, 2018

Dear Editor:

At the April 16th Board of Education meeting, Board member Sal Arnuk stated: “I am ashamed to see the district at the bottom of the list in per-pupil spending.”  On the contrary, Board member Arnuk should be exceedingly proud of how our Board of Education is able to consistently be ranked as the top school district in our state at the cost it currently spends per ...

Financial Planning for Recent College Graduates from Chatham Wealth Management

April 20, 2018

 

It’s that time of the year when many families are excitedly getting ready to attend their children’s college graduation. Where has the time gone? It feels like just yesterday that we were dropping them off for freshman year.

Well, time does pass quickly and now would be a really good time to give your graduating children some savings and investment advice. Below are a ...