David G. Dietze, JD, CFA, CFP of Point View Wealth Management in Summit, NJ is scheduled to speak to the ExxonMobil Annuitants Financial Club on Thursday, January 16, at 10 am, at the Morris County Library, NJ. For further information contact Dennis O'Dea financeclubchair@eacma.org
Mr. Dietze is President and Chief Investment Strategist at Point View. 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.
