Point View Wealth Management's Founder, President and Chief Investment Strategist, David Dietze, along with the firm's Managing Director and Portfolio Manager, John Petrides, were proud to present their investment and tax advice to prepare for the upcoming year to the Activities Unlimited Investment Group in Wyckoff.
Click below to review the presentation's slides:
For nearly 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, John Petrides, Claire Toth, 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 firstname.lastname@example.org.
CNBC has named Point View one of the Top 100 fee-only wealth managers in America.