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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, 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.

The Point View Difference

The Point view DiffErence

Learn more about our investment process and philosophy.

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Featured News

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.

David Dietze for Summit Common Council

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.

Point View welcomes its newest team member, industry veteran Barbara Tomalonis! Read her bio here

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Contact Info

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
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