Point View Wealth Management's Founder, President, and Chief Investment Strategist, David Dietze, and its Vice President and Chief Operating Officer, Claire E. Toth, will address an invited audience at Overlook Foundation's Planned Giving Program October 4 at Summit's Beacon Hill Club.
In a presentation entitled "Effective Strategies for Your Clients’ Financial, Tax, and Estate Planning Needs," Dietze and Toth will be joined by James R. Housman of Peapack-Gladstone Bank. These nationally-known experts will share their insights on investing, financial planning, taxation of partnerships and S corporations, philanthropic planning, and business succession.
A 501(c)(3) charity, the Overlook Foundation raises funds for state-of-the-art equipment, facilities and programs that help Overlook Medical Center remain a leading provider of medical care. Contributions to Overlook are tax-deductible and remain “at home” to serve the needs of the greater Summit-area communities.
The Beacon Hill Club is located at 250 Hobart Avenue in Summit.
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 how.
CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.