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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!


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Featured News

Tax Reform: The Good, The Bad, and The Ugly by Claire Toth.

Ways and Means dropped the first draft of the 2017 tax reform bill last week and is in the markup process.  That means this summary is already out of date, but it gives us a starting point to understand what’s in the proposal and what the final version may look like.  The bill clocks in at 429 pages; even the official explanation is 82.  What follows is only a few highlights, some of which have escaped the headlines.


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Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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