Claire E. Toth -- shown consulting with Point View Founder, President and Chief Investment Strategist, David Dietze -- is Vice President and Chief Operating Officer of Point View Wealth Management, Inc. She advises clients on financial, estate, and retirement planning issues, from the most complex to the most basic.
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 how.
CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.
Contact David Dietze, John Petrides, Claire Toth, Donna St. Amant, Elaine Phipps, or call (908) 598-1717 to learn how.
CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.
