David Dietze, JD, CFA, CFP, President and Chief Investment Strategist of Point View Wealth Management, Inc. in Summit.  Mr. Dietze is pictured at Lincoln Center on June 10, where Point View Wealth Management was honored for being named 5th on CNBC’s list of America’s top 100 fee only wealth advisors.  

Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are an independent and fee only wealth advisor.  Contact David Dietze (ddietze@ptview.com), or Claire Toth (ctoth@ptview.com), or call (908) 598-1717 to learn how.