Proud to have been named #5 in CNBC’s listing of the top 100 fee only wealth managers in America based on:
- having staff with professional designations such as a CFP or CFA
- working with third-party professionals such as attorneys or CPAs
- average account size
- client segmentation
- growth of assets
- years in business
- number of advisory clients
- providing advice on insurance solutions
Building Wealth Through Customized Investment Management
Founded in 1993, Point View Wealth Management, Inc. is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. As a fee-only advisor, we have only your best interests in mind; this is unlike stockbrokers, who may have a vested interest in the products sold. Using extensive research and sound investment principles, we strive to produce superior returns for our clients. As an independent investment advisor, Point View has no relationship with the issuer of stocks and bonds that could conflict with providing the very best advice. Our comprehensive financial planning is likewise independent and fee only. This contrasts with many planners, who use planning as a way to sell high-commission funds and annuities. Investment and planning work together to provide our clients with the best possible financial outcome.
Point View is also committed to providing outstanding client service, supported by the latest back office technology. David G. Dietze, JD, CFA, CFP™, President of Point View and its Chief Investment Strategist, and Claire E. Toth, JD, MLT, CFP™, Vice President of Point View and its Chief Operating Officer, are assisted by staff with extensive experience in financial planning, spreadsheet analysis, and computer and management services.
Our mission is to construct a comprehensive investment strategy using stocks, mutual funds, bonds or a combination of these and to marry that strategy to an in depth understanding of your goals, risk tolerance, and financial situation, all in order to manage your investments to achieve your personal financial goals.
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