David Dietze, JD, CFA, CFP will speak in Summit on Friday, February 7: “Is Your Nest Egg Poised to Profit in 2014?”
Click below for more information:
http://business.suburbanchambers.org/events/details/first-friday-february-7-how-s-your-nest-egg-1486
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.
