About Us

Independent, Fee-Only, Experienced Portfolio Management Services

Founded in 1993, Point View Wealth Management is an independent, fee-only registered investment advisor providing customized portfolio management services. As a fee-only advisor, we have only your best interests in mind, unlike stockbrokers who may have a vested interest in the products sold. Because we do not work for security issuers, we can objectively advise our clients as security investors.

Using extensive research and sound investment principle, we strive to produce superior returns for our clients in a way that accords with their individual goals and risk tolerances. We do this by constructing a comprehensive investment strategy, using the appropriate combination of stocks, bonds and mutual funds for each client.

• A Customized Investment Approach

  Point View analyzes your financial objectives, time horizons, liquidity needs, income requirements, tax status, current holdings, risk tolerance, particular preferences, and a host of other personal data. We then couple this analysis with the outlook for various sectors of the capital markets to develop a customized investment strategy designed to meet your particular objectives.

  Comprehensive Financial Planning

  Point View Wealth Management, Inc. offers comprehensive financial planning tailored to your unique circumstances. We can propose strategies on retirement and educational planning, tax minimization, estate planning, and a wide range of goals and issues. Financial planning is available as a stand-alone service or can be integrated with our investment management services.