David G. Dietze, JD, CFA, CFP, President and Chief Investment Strategist, and John Petrides, MBA, Managing Director, will be presenting to ExxonMobil Retirees, during these most interesting times, on "How to Prepare Your Portfolio for the Unexpected, and Avoid Overreacting!"
The event will be held at the Morris County Library May 18 at 10 a.m.. Dietze and Petrides will provide their insight and update on the state of the market, and offer ideas on generating long term investment returns.
The Morris County Library is located at 30 Hanover Avenue in Whippany.
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 independent and fee only. How can we help you?
Contact David Dietze, John Petrides, Claire Toth, Donna St.Amant, Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.