Point View Wealth Management's Founder, President and Chief Investment Strategist, David Dietze, and its Managing Director and Portfolio Manager, John Petrides, detailed the firm's investment philosophy and Top Retirement Income Strategies to the Summit Old Guard.
The Old Guard of Summit was founded by E. Marvin Herberd and 31 associates on December 2, 1930. The purpose of the organization is to provide retired business and professional men with good fellowship and stimulating activities as well as providing a haven for renewal and purpose. Meetings are held Tuesday mornings -- beginning at 10 a.m. -- at the Municipal Center in New Providence on Elkwood Avenue.
For more than 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.