Point View Wealth Management's President, Founder, and Chief Investment Officer David Dietze, along with colleagues Claire Toth, and John Petrides, recently gave their annual presentation to the Suburban Chamber of Commerce First Friday meeting at the Grand Summit Hotel.
Dietze and team discussed the outlook for the stock market, and provided guidance for the new tax rules in New Jersey."
Click here to watch the televised presentation: telvue.com
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.