The Point View Difference

Despite the changing markets over the past 25 years, one thing that has remained constant is our disciplined investment process and philosophy. Regardless of market conditions, our focus has always been and remains on our clients investment goals and financial objectives.

Overview:

  • Independent

  • Fee only

  • Customized Investment Management including Comprehensive Financial Planning

  • Retirement Planning

  • College Planning

  • Managing for tax efficiency

  • Advise on Eldercare

  • $500k minimum

  • Custodied at Fidelity Investments

  • Annual 1% Management Fee


Providing End-to-End Wealth Management

Point View specializes in serving as investment advisors and financial planners for a select group of individuals, families and non-profit organizations. We have been ranked by CNBC among the top 100 fee-only wealth managers in the U.S. In sum, we distinguish ourselves as follows:

  • Provide a long term, balanced, disciplined, diversified investment philosophy, incorporating stocks, bonds, and cash.
     
  • Competitive, fee only compensation to avoid the temptation created by sales charges.
     
  • Independent, to avoid the pressures of being part of an organization whose clients include securities issuers.
     
  • Long term successful performance record.
     
  • High level of personalized service, with portfolios tailored to unique goals and requirements.
     
  • Comprehensive, nationally recognized financial planning.
     
  • 25+ years in business.
     
  • Over $300 million under management.
     
  • All client assets custodied at Fidelity Investments, a global leader, with the accounts registered in the client’s name, providing for the utmost in asset security.
     
  • Small, select clientele.
     
  • Principals David Dietze and Claire Toth collectively have over 60 years’ experience.
     
  • Manage client relationships through a team approach.
     
  • Alternatively, you could retain us to perform just our comprehensive financial planning analysis for a flat fee of $7,000.

 

 

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Contact Info

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