Join Point View Wealth Management's Founder, President and Chief Investment Strategist, David Dietze, and Donna St.Amant, MBA, the firm's Porfolio Manager, for a complimentary, informal 'Lunch & Learn' session on Retirement Income Strategies.
The event will be held at the Point View offices located at 382 Springfield Avenue, Suite #208, on Friday, March 29 and is limited to the first 10 guests -- each of whom mst have investable assets above $500,000. To confirm a spot, please email Jeanette Carey at email@example.com or call 908-598-1717.
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.