Our Services

Point View Wealth Management, Inc. is a registered investment advisor providing independent, fee only customized portfolio management services and comprehensive financial planning

  • Help Client Develop Strategy:

    • Point View analyzes the client's financial objectives, time horizons, and risk tolerance. The analysis includes assessing the client's liquidity needs, income requirements, tax status, current holdings and particular preferences. By coupling this analysis with the outlook for the various sectors of the capital markets, Point View develops an investment strategy designed to meet the client's objectives.

  • Develop Proposed Portfolio:

    • Based upon the investment strategy, Point View constructs a customized portfolio and selects appropriate securities.That customization ranges the gamut, and can include a focus on socially responsible investing and or omission of unwanted sectors such as tobacco, firearms or gaming.  We meet with our clients to reach mutual agreement on the portfolio prior to implementation.  While no firm is always right on its investment calls, we can always avoid surprises in the strategy.

  • Implement Investment Strategy:

    • To give effect to the proposed portfolio, Point View establishes an account in the client's name at Fidelity Investments. Point View purchases the initial investments in the client's account pursuant to a power of attorney providing Point View with discretionary authority to make transactions on behalf of the client.

  • Ongoing Performance Monitoring and Tracking:

    • Point View regularly reviews the performance of the client's account, making adjustments as necessary to reflect changes in the outlook for the capital markets and changes in the client's circumstances. Those adjustments can be made at our discretion or only after consultation and approval by the client, as preferred.  We feel it important that we maintain ongoing personal communications, to keep you informed and involved. We also invite your input, encouraging you to keep us informed as any questions, concerns or significant developments occur. We may recommend investment changes when your situation or objectives changes as well as when an opportunity arises to maximize investment performance. You receive a confirmation of each portfolio transaction, monthly and year-end portfolio statements, quarterly portfolio performance data, and year-end tax reporting information. You also receive a complimentary copy of Point View Investor, our quarterly publication containing news of the market and investment strategies.

  • Financial Planning Services:

    • Point View also offers comprehensive planning services, ranging from providing financial, retirement, and estate planning to developing strategies for dealing with stock option packages, golden parachutes, and restricted stock.  These services are part of our asset management service, and carry no extra fee.  The proper plan, for example the types of accounts being used, can be just as important as the details of the securities employed.  Click here to start planning now.

  • Fidelity Institutional Wealth Services:

    • Point View generally requires that all clients maintain their accounts at Fidelity Institutional Wealth Services (Fidelity). The actual custodian is National Financial Services, LLC (NFS). Fidelity and NFS are part of Fidelity Investments, a diversified financial services organization serving investors for over 40 years. Fidelity provides an integrated package of institutional brokerage services, advanced technology and a high level of personalized service to independent money managers. Fidelity has the capability to trade the following securities: equities, fixed income, Fidelity mutual funds, non-Fidelity mutual funds, closed end funds, options and annuities.

      Clients can establish various types of brokerage accounts, including an IRA, KEOGH, SEP or trust account. The brokerage account provides checking and check card options. The Fidelity account application allows the client to grant Point View limited trading powers, automatic advisor fee deduction, automatic cash distributions and margin capability.

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Contact Info

Point View Wealth Management, a Peapack Private Firm
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 908-598-1717
Fax: 419-844-0922
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