August 15, 2018
July 27, 2018
A webinar discussing an “Introduction to Point View Wealth Management, Inc.” This interactive webinar will provide insight as to how Point View has been helping individuals and families achieve their financial goals for the past 25 years. Click here to watch.
July 17, 2018
David Dietze and John Petrides are proud to present to the Summit Old Guard on August 14th, discussing Income Strategies in Retirement.
May 5, 2018
May 8, 2018
Yours truly and event chair Dr. Charlie Tian were delighted for the great turnout at the 2018 GuruFocus Value Conference in Omaha this past weekend! Thank you to all those who attended as well as presented! Please make plans for next year's conference, May 2-3, 2019
April 19, 2018
Point View was proud to support the Rotary Soup Lunch for Scholarships!
April 18, 2018
Our Suburban Chamber of Commerce held a highly successful event today: Lunch & Learn: Communicating For Success: Watch Your Language! With Paul Hatrak, where members reviewed a number of business development strategies. The Chamber is dedicated to helping local business and making our downtown thrive. Big shout outs to Marcella Gee, Karen Fern Hadley and Bob Davies for their fine leadership. Great to see Meg Dietrich there, the hardworking Co-Development Chair of Summit Area Public Foundation.
April 17, 2018
Proud of the difference that our gift from the Summit Area Public Foundation makes to an institution like Children's Specialized Hospital in Mountainside, NJ. If you'd like to help, click here for more information.
March 28, 2018
Point View’s David Dietze and Claire Toth shared insights (3.27.18) on the impact of tax reform on homeowners and our local businesses with the Watchung office of Berkshire Hathaway HomeServices!
March 26, 2018
Sign up now to hear Point View’s Claire Toth speak on tax reform on Wednesday, April 4, 2018 at the Summit Free Public Library.
March 26, 2018
Congratulate Jeanette Carey! She has been promoted to become Point View Wealth Management’s Director of Client Services! Click here to read the press release.
February 28, 2018
Big thanks to Alison Russo Chieffo and Karen Fern Hadley for their continued leadership of our Suburban Chamber of Commerce. Great event last night hosted by Luminous MedSpa & Salon. Join the Chamber and make a difference in our community!
January 26, 2018
Point View’s David Dietze and Claire Toth shared insights (1.26.18) on the impact of tax reform on homeowners and our local businesses with the New Providence office of Berkshire Hathaway HomeServices!
January 24, 2018
Point View’s David Dietze and Claire Toth were honored to participate on a local panel to analyze the impact of tax reform on homeowners and our local business community. Click here to learn more.
January 5, 2018
December 18, 2017
December 14, 2017
Point View’s David Dietze and John Petrides were proud to present their investment and tax advice to prepare for the upcoming year to the Activities Unlimited Investment Group in Wyckoff, NJ. Click here to review the slides.
December 5, 2017
Point View’s David Dietze and Claire Toth welcomed Tom Angelo, President of SPIRE IT, to the Suburban Chamber of Commerce’s “First Friday” event held December 1 at the Grand Summit Hotel in Summit. Tom’s talk was titled “ Don't Be Caught ‘Phishing’!” and discussed how to reduce your risk of digital fraud.
November 14, 2017
November 13, 2017
November 10, 2017
Point View's John Petrides to present to Pace University's Graduate Finance Club on Monday Nov 13, 2017 on "Investing for the Long Term". Please contact us at firstname.lastname@example.org or visit our website at www.ptview.com to find out how Point View’s wealth management services can help you and your family achieve long term financial goals and objectives.
September 19, 2017
The Boy Scouts of America presented their 2017 Distinguished Citizen Awards tonight to Karl Hersch, Claire Toth, and Albert Lord. I couldn't think of more deserving honorees who better reflect Scouting's values and are more committed to our community. All proceeds raised benefit Scouts from under served locations, including teaching them STEM skills!
September 9, 2017
May 18, 2017
Point View Wealth Management was proud, once again, to present to the Exxon Mobil Retirees Club. Click here to view presentation.
May 18, 2017
Our Summit Area Public Foundation was delighted and proud to be recognized and honored at the Overlook Foundation, the charitable endowment associated with Overlook Medical Center, Friends of Overlook Foundation Dinner tonight. From left Michael Tannenbaum, Foundation Prez, Cary Hardy, SAPF Trustee, Reagan Burkholder, SAPF Secretary and Trustee, Meg Dietrich, SAPF Trustee, Jack Cooper, SAPF Prez, David Dietze, SAPF VP and SAPF and Overlook Trustee, Gregory Sachs, SAPF Trustee, and Alan Lieber, Overlook Medical Center Prez.
May 15, 2017
Point View Wealth Management is proud, once again, to present to the Exxon Mobil Retirees Club, Thursday, May 18th, 10am at the Morris County Library.
April 7, 2017
Huge thanks to Dr. Roz Dorlen, an award winning board certified clinical psychologist in private practice in Summit for nearly 40 years, for delivering such an optimistic message to the Suburban Chamber of Commerce this morning.. From left Point View Wealth Management Founder and Board of Education President the David Dietze, Roz, and John Petrides, Managing Director and Portfolio Manager at Point View.
April 2, 2017
The Dartmouth Club of Suburban NJ, whose primary mission is to raise scholarship funds for students from our area, was treated to a talk by Ron Chen, Class of '80 and Rutgers Law School Dean on 3/29/17. From left Joseph Dempsey, '82, Day of Service Chair, Jon Rabinowitz, '74, Event Organizer and Treasurer, Ron, and David Dietze, '78 and President of the Club!
April 2, 2017
Congrats to the trustees/supporters of the Foundation for the Summit Public Library, including Debra Winkler McCann, Robert Rubino, Mary Ogden, Mike Katz, Jim Fleischmann, and Sandy Bloom for a wonderful benefit this afternoon, with a moving performance by the NJ Symphony Orchestra. Our Library is a jewel in our City!
April 1, 2017
Delighted to help support NJ Visual Arts Center tonight, a pioneer in arts education in our community!
April 1, 2017
Wonderful to celebrate Summit’s diversity tonight at the 5th Annual Festival Latino - Union Hispana. The Hispanic Parents Association, and of course the students, hosted a marvelous evening!
March 23, 2017
Humbled to be honored as Distinguished Citizen of the Year by our Suburban Chamber of Commerce at the Grand Summit Hotel last night. Joined by Mort O’Shea, Master of Ceremonies and Chamber Officer Beth Welsh.
March 17, 2017
I, my fellow Summit Board of Education members, and members of the administration are delighted to welcome Ms. Michelle Derpich to Summit Public Schools. She will begin her new position as Director of Secondary Education on Monday, March 20th.
March 10, 2017
March 6, 2017
March 3, 2017
The Suburban Chamber of Commerce was treated to a fine presentation by Summit resident Niru Mallavarupu, Founder & CEO of MobileArq, on how to use apps to increase productivity, at the Grand Summit Hotel this morning.
March 2, 2017
February 28, 2017
February 21, 2017
Point View’s David Dietze humbled to be honored by the Suburban Chamber of Commerce as “Citizen of the Year” on Thursday, March 22, 6 pm, at the Grand Summit Hotel, Summit, NJ. Click here for more information.
February 4, 2017
Dartmouth Club of Suburban NJ officers welcomed D Professor Brett Gamboa at his presentation on Hamlet before seeing the play performed at Princeton's McCarter Theatre today. From left yours truly, Susan Felter '74, Jim Felter '74, Brett, Jonathan I. Rabinowitz '74, and Joe Dempsey '83!
February 2, 2017
Summit Downtown, Inc. (SDI) welcomed its new trustees at the first board meeting of the year on Thursday. Point View’s Claire Toth will serve as an upper floor business representative and was elected Treasurer.
Summit Downtown, Inc. board meetings are open to the public and are held at 8am on the last Wednesday of each month in the Whitman Room in City Hall. Summit Downtown, Inc. is a nonprofit organization dedicated to the on-going development and promotion of the business community in downtown Summit.
January 30, 2017
Point View is delighted to help support Moms Helping Moms at its Snow Ball! From left Summit realtor Jane Johanson, John Hak (Mtn Lakes HS '72) and Claire Toth!
January 26, 2017
Point View’s Claire Toth will be presenting Estate Planning in a Turbulent Landscape to the Millburn AAII Investment Education Group on Tuesday, February 14, 2017. Click here for more information.
January 24, 2017
The Dartmouth Club of Suburban NJ, which raises scholarship funds for area students, attended Club and Affiliated Group Officers Weekend on January 21, 2017 in Hanover, NH. Club members focused on developing best practices for club management, interacting with other clubs from around the world, and receiving updates on campus developments. From left Summit resident, Point View Wealth Management founder, and Club president David Dietze, Susan Felter, Kristina Neilson, Jim Felter, Bernardine Wu, and R. Perry Neilson, Jr.
January 18, 2017
January 6, 2017
Point View’s David Dietze, Claire Toth and John Petrides were proud to present their investment and tax advice to prepare for the upcoming year to the Suburban Chambers of Commerce. Click here to review the slides and click here to read the text of David Dietze’s remarks.
December 27, 2016
Point View’s David Dietze, Claire Toth and John Petrides will kick off the New Year with their annual financial presentation to the Suburban Chamber of Commerce on Friday morning, January 6. For more details and to register, click here.
December 15, 2016
Give a big welcome to two new Vice Principals at Summit’s Middle’s School, Michelle Cebula and Alicia Subervi. From left, David Dietze, President of the Board of Education, Michelle, Alicia, Middle School Principal Damen Cooper, and Superintendent June Chang.
December 14, 2016
Point View’s David Dietze prevailed in three categories in the North Jersey Investment Forum’s annual stock and market forecast contest. He took first place for his 2016 selections for the best “long”, best “short” and the closing yield on the US 10 Year Treasury bond. The North Jersey Investment Forum, a group of investment professionals, gather regularly to review the market and investment ideas.
December 9, 2016
Big shout out to the Summit Education Foundation! At Summit District’s Board of Education meeting last night (12/8/16), Amy D'Andrea presented on behalf of the SEF the 2016 Fall Grants totaling nearly $450,000! Details here From left: Sue Thatch, SEF Asst Grants Chair, Diana Sajer, SEF Vice President, David Dietze, BOE President, Amy D’Andrea, SEF Grants Chair, Irene Murdock, SEF President
December 5, 2016
Point View’s David Dietze presented to the Summit/New Providence Rotary on the psychology of investing. David discussed a few basic rules all investors should follow which included plenty of diversification, avoiding trend following, and emphasizing facts over opinions, especially those of in-laws and ones received at cocktail parties. He also reviewed the relative valuation of various markets by noting the many problems in Europe vis-à-vis the US are already reflected in their stock prices and there may be more bargains available there than in the US. He noted other similar examples in various markets. David’s presentation was followed by Q & A. Click here to view presentation.
December 1, 2016
SAGE Eldercare commemorated 50 years of Meals on Wheels with a celebration at Canoe Brook Country Club last night (Wednesday, November 30). Over 200 supporters attended. The honorees of the celebration were the late Joan Hoffmann, the nation’s longest-serving Meals on Wheels volunteer, and Kathleen DiChiara, founder and former President and CEO of the Community Foodbank of New Jersey. Shown at the event, from left, Claire Toth, SAGE Executive Director Angela Sullivan, and Point View Wealth Management Founder David Dietze.
December 1, 2016
Point View’s David Dietze and John Petrides will be presenting to the Suburban Chamber of Commerce on the 2017 investment outlook at its First Friday Networking Breakfast, 8 am, January 6, 2017, at The Grand Summit Hotel in Summit. Registration coming soon at Suburbanchambers.org .
October 20, 2016
Point View’s David Dietze and Dr. Rob Rubino co-Chaired an event honoring Chris Coates, Mike Helmer, and Mike McTernan as 2016 Distinguished Citizens by the Boys Scouts of America at Canoe Brook CC last night (10.19.16). We raised over $70,000 to further the Scout’s mission of providing under privileged youth with the Scouting experience, including the new STEM initiatives!
october 17, 2016
Point View proudly presented to a Ridgewood, NJ group of retirees on 10.17.16 on Portfolio Strategies on the Eve of the Presidential Election and Beyond! Click here to view presentation.
October 13, 2016
The Dartmouth Club of Suburban NJ held its Fall meeting Wednesday, October 12, featuring Mike McTernan '86 on his experiences as Prez of Summit's City Council. From left Jim Felter '74 and Club VP, Mike, Bill Cunningham '78, and David Dietze '78, and Club Prez.
September 29, 2016
David Dietze and John Petrides Will Present On Portfolio Strategies on the Eve of the Presidential Election and Beyond! To the Ridgewood Hobbyist Group at the First Presbyterian Church, 722 E Ridgewood Ave, Ridgewood, N.J. 07450, 2:00 p.m., Monday, October 17, 2016.
September 27, 2016
David Dietze and Dr. Robert Rubino are proud to Co-Chair the Boy Scouts of America 2016 Distinguished Citizens Awards Banquet, to honor Michael McTernan, Chris Coates, and Michael Helmer, on Wednesday, October 19, 2016 at 6:30 pm, at Canoe Brook Country Club, Summit, NJ. Please click here to attend or to learn more.
September 27, 2016
The Point View team collaborating on a client’s investment portfolio and financial plan!
September 20, 2016
Delighted to work with my fellow Board members and Administrative officials to ensure that the Summit, NJ District provides the best possible education for all of our students.
September 15, 2016
Point View Proudly Presents to the Activities Unlimited Investment Group. Click here to view presentation.
September 9, 2016
Proud to join other Overlook Foundation board members, staff, and supporters to cheer the near completion of the helipad at Overlook Medical Center this morning. The helipad will increase the speed with which stroke patients can be transferred to Overlook. Saving time = saving lives!
May 19, 2016
Point View proudly presented to the Exxon Retirees Club on 5.19.2016. Click here to view presentation.
May 13, 2016
We thank Katherine Kalin as she steps down as President of the Summit Board of Education. I am humbled to assume this role for the upcoming year!
March 8, 2016
Dartmouth '78s rallied in NYC last night in honor of Delaware's next Governor, John Carney, '78. From left, David Dietze, Ken King, Tom Hopkins, John Carney, Steve Mandel, and Phil Jackmaugh.
March 7, 2016
The Dartmouth Club of Suburban NJ welcomed today (3/7/16) Mark Hoffman, JD, Director of Communities, Office of Alumni Relations down from Hanover for a visit with Club officers and members. The Club helps raise scholarship funds for local students and welcomes all alums, friends, and family members in our mission. From left, seated, David Dietze, '78, Club Prez, Mark Hoffman, Andy Thompson, '90, DED. From left, standing, Jon Rabinowitz, '74, Treasurer, Mike McTernan, '86, DED, Jim Felter, '74, Secretary, and Joe Dempsey, '83, Service Day Chair.
February 20, 2016
Dartmouth Club of Suburban NJ packed up hundreds of boxes of sustenance today (2.20.16) for seniors at the NJ Community FoodBank, Hillside, NJ. Give a rouse to Joe Dempsey, D '83, and trustee at the FoodBank for organizing the effort! Summit resident David Dietze, D’ 78, is President of the Club, which also helps raise money for scholarships for local students. [photo of girl is Betsy Dietze, sophomore at Summit High School]
January 12, 2016
David Dietze and John Petrides shared their investment and economic outlook with the Madison Chamber of Commerce.
January 8, 2016
Point View’s David Dietze and John Petrides were proud to present their investment advice to the Suburban Chambers of Commerce.
December 15, 2015
David Dietze was honored at The Investment Forum of Northern New Jersey’s awards banquet last night
October 19, 2015
Point View's David Dietze & John Petrides presented to the Ridgewood, NJ Hobbyists Club today on The Search for Bargains and Income in the Seventh Year of an Historic Bull Market".
August 11, 2015
Point View's John Petrides (middle) presented to the American Association of Individual Investors. Alongside are Barbara Tomalonis (left) and Benson Wang (right) organizers for the Millburn AAII Investment Education Group
July 1, 2015
Point View’s John Petrides to present to the American Association of Individual Investors, on Tuesday, August 11, 2015, 7pm, at the Millburn Library, Millburn, New Jersey.
June 1, 2015
David Dietze, founder of Point View Wealth Management, an investment advisor based in Summit, and John Petrides, Managing Director and Portfolio Manager of Point View Wealth Management presented yesterday to the Rotary Club of Summit – New Providence on "The Five Top Questions Investors Are Asking Today," held at the Grand Summit Hotel.
May 26, 2015
John Petrides presented to the Morris Area Planners Group on An Introduction to Separately Managed Accounts.
May 14, 2015
Summit Board of Education: 2015-2016
Back Row (L to R): Superintendent of Schools, June Chang; Director of Special Services, Dr. Jane Kachmore-Desonne;
Assistant Superintendent for Business, Louis Pepe; Board Vice President, David Dietze; Board Member, Rick Hanley;
Assistant Superintendent of Curriculum Dr. Julie Glazer
Front Row (L to R): Board Member, Debbie Chang; Board Member, Deb McCann; Board President, Katherine Kalin;
Board Member, Celia Colbert; Board Member, James Freeman
May 7, 2015
Point View's John Petrides and David Dietze tour Fidelity Investments' chart room while attending its RIA Investment Symposium in Boston today.
April 29, 2015
David Dietze, founder of Point View Wealth Management, an investment advisor based in Summit, presented last night on "Donor-Advised Funds and Private Foundations," while A. Jude Avelino of Avelino Nitkewicz LLP discussed IRA and retirement assets, at an educational session sponsored by the Overlook Foundation on Wednesday, April 15 at the Beacon Hill Club, 250 Hobart Avenue, Summit, N.J.
March 16, 2015
David Dietze presented to the Ridgewood Hobbyists Investment Club on Investing for Income and Growth Amid Record Low Yields.
March 9, 2015
Point View's growth continues, introduces new team member.
March 2, 2015
Point View’s David Dietze is to be honored at the Boy Scouts 2015 Good Scout Award Dinner, on April 29, 2015, at the Grand Summit Hotel, Summit, New Jersey.
January 9, 2015
David Dietze presented to the Chamber of Commerce on the economic/investment outlook at January's First Friday breakfast.
January 9, 2015
Sharing our investment and economic outlook with the Suburban Chamber of Commerce.
January 5, 2015
Point View Wealth Management is delighted to announce that John Petrides has joined our team as Managing Director/Portfolio Manager:
November 21, 2014
David G. Dietze to be inducted into the inaugural Mountain Lakes (NJ) High School Hall of Fame.
November 20, 2014
Claire Toth to speak to ExxonMobil Annuitants Club
Summit, NJ – Claire Toth, JD, MLT, CFP®, Vice President and Chief Operating Officer of Point View Wealth Management, Inc. will speak on Estate Planning at the November 20th meeting of the ExxonMobil Annuitants Financial Club at the Morris County Library.
October 16, 2014
Point View's David Dietze presented to the Activities Unlimited Investment Study Group on October 16, 2014. Mr. Dietze's topic was Five Years into a Historic Bull Market: Generating Income, Finding Opportunities and Avoiding the Pitfalls.
June 10, 2014
David Dietze pictured at Lincoln Center on June 10th, 2014, where Point View was honored for being named 5th to CNBC’s list of America’s top 100 fee only wealth advisors.
May 14, 2014
Point View now #5 on CNBC’s top 100 fee only wealth management advisors in America:
May 20, 2014
Point View’s Claire Toth will appear on a panel sponsored by SAGE on financial planning for seniors and boomers:
March 17, 2014
Point View's Claire Toth to speak to the Summit-New Providence Rotary on March 17th at noon on the New Tax Planning.
February 7, 2014
David G. Dietze to speak in Summit on Friday, February 7th on "Is Your Nest Egg Poised to Profit in 2014?"
January 16, 2014
David G. Dietze, JD, CFA®, CFP® of Point View Wealth Management in Summit, NJ is scheduled to speak to the ExxonMobil Annuitants Financial Club on Thursday, January 16, at 10 am, at the Morris County Library, NJ. For further information contact Dennis O'Dea email@example.com