Building Wealth Through Customized Investment Management and Financial Planning
Proud to Be Among CNBC’s Top 100 Fee Only Wealth Managers in America!
Founded in 1993, Point View Wealth Management, Inc. is an independent, fee-only, registered investment advisor providing customized portfolio management services and comprehensive financial planning solutions to each family’s unique financial situation. We have been recognized by CNBC and Bloomberg Wealth Magazine as one of the top fee only, independent RIA’s in the country. Please click on the video below to learn about the Point View difference!
The Point View Difference
Learn more about our investment process and philosophy.
Our latest newsletter is here!
Point View Wealth Management's David Dietze, JD, CFA, CFP, Founder, President and Chief Investment Strategist, Claire E. Toth, JD, MLT, CFP, Vice President and John Petrides, MBA, Managing Director & Portfolio Manager, kicked off the New Year with their annual financial presentation to the Suburban Chamber of Commerce. The trio presented to a packed room on the impact of the new tax laws to investors and the markets, and gave their investment outlook for 2018. Click here to view PowerPoint Presentation.