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

A Week at the Library of The Chathams Monday, January 8 – Sunday, January 14, 2018

PROGRAMS AND EVENTS

By Galina Natenzon

For information about all programs or to sign up, please call the library at 973‑635‑0603 or go to http://www.chathamlibrary.org

Ⓐ Adult           Ⓒ Children     Ⓣ Teen           Ⓕ Family

MONDAY, JANUARY 8

Ⓒ Stories with the ...

AtlantiCast

AtlantiCast: Episode 010

On this week’s AtlantiCast, we take you to the groundbreaking for an expansion to Morristown Medical Center, introduce you to the newest babies of 2018 at Atlantic Health System and share some must-see winter weather tips!

 

Video: Point View's Petrides Weighs In on How Apple Will Deploy Its Cash

January 19, 2018

Point View Wealth Management's Managing Director and Portfolio Manager, John Petrides, live on CNBC discussing what will Apple do with its $250 billion cash hoard:

cnbc.com/video

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 ...