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.
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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 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.
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