David G. Dietze, JD, CFA, CFP and Claire E. Toth, JD, MLT, CFP, both of Point View Wealth Management in Summit, NJ will speak tomorrow October 10th at 9:30 AM on “How to Generate Income and Protect Your Nest Egg: From the Markets, from Inflation, and from the Tax Man” at the Wyckoff (NJ) Reformed Church, 580 Wyckoff Avenue. To attend contact Herb Umland at humland@optonline.net.
Mr. Dietze is President and Chief Investment Strategist at Point View, and Ms. Toth is Vice President and Chief Operating Officer. Point View Wealth Management, Inc. is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. By using primarily direct holdings of stocks and bonds, rather than mutual funds or subaccounts, Point View can more precisely match investment strategies to its customers' risk profile, tax situation, and individual investment needs. Located in Summit, New Jersey, Point View's clients include individuals, families, charitable endowments, and retirement plans.
