Year End Planning: Finish Strong, Set Yourself Up For Success!

Join Claire E. Toth, Point View's Vice President and COO, and Donna St.Amant, Portfolio Manager, on Thursday, December 19th at 10 a.m ET for a live webinar where you will learn simple steps to improve your financial future.

Register here:

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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 DietzeClaire TothFritz SchoenhutDonna 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

CNBC has named Point View one of the Top 100 fee-only wealth managers in America.