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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!


The Point View Difference

The Point view DiffErence

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Featured News

Point View's David Dietze discusses the importance of financial planning including the entire family, in the latest issue of NJBiz. To read the article, click here.

College Parents' Packing List by Claire E. Toth.

When Having Cash Causes Anxiety by John Petrides. 

Read our 2017 Third Quarter newsletter.




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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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