Claire Toth, JD, MLT, CFP, Vice President and Chief Operating Officer of Point View Wealth Management, Inc. will speak on Estate Planning at the November 20 meeting of the ExxonMobil Annuitants Financial Club at the Morris County Library.
Founded in 1993, Point View is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. By using primarily direct holdings of stocks and bonds, rather than mutual funds or subaccounts, Point View can more precisely match investment strategies to its customers' risk profile, tax situation, and individual investment needs.
Located in Summit, New Jersey, Point View's clients include individuals, families, charitable endowments, and retirement plans. CNBC has named Point View number 5 on its list of the top 100 American fee-only wealth managers. See http://www.cnbc.com/id/101619698
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