Point View Wealth Management's Managing Director and Portfolio Manager, John Petrides, will be a panelist for Barron's initial conference series "Risk & Reward" in Washington, DC, on Thursday morning, Dec. 6, 2018, from 8 - 10 a.m. at the Line Hotel.
The topic for the event is Longevity - a look at the changing demographics of aging, and the investment implications. Point View is an independent, fee-only, registered investment advisor providing customized portfolio management services and comprehensive financial planning solutions to each investor's unique financial situation. Point View has been recognized by CNBC and Financial Advisor Magazine as one of the top fee only, independent, Register Investment Advisors in the country.
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.