Point View's David Dietze and Fritz Schoenhut recently presented to the ExxonMobil Annuitants Club on “Outlook 2020: How to Best Position Your Portfolio to Make Money Next Year!” For a copy of the presentation, contact us at firstname.lastname@example.org.
For over 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. Click here to contact David Dietze, Claire Toth, Fritz Schoenhut, Donna St.Amant, and Elaine Phipps, or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how we can help you and your family meet your financial objectives. To sign up for our complementary commentaries and newsletters, e-mail us at email@example.com.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.