Point View Wealth Management, Inc.

Specialties

Founded in 1993, Point View Wealth Management, Inc. is an independent, fee-​only, investment advisor providing customized portfolio management services and comprehensive financial planning. As a fee-​only advisor, we have only your best interests in mind; this is unlike stockbrokers, who may have a vested interest in the products sold. Using extensive research and sound investment principles, we strive to produce superior returns for our clients. As an independent investment advisor, Point View has no relationship with the issuer of stocks and bonds that could conflict with providing the very best advice. Our comprehensive financial planning is likewise independent and fee only. This contrasts with many planners, who use planning as a way to sell high-​commission funds and annuities. Investment and planning work together to provide our clients with the best possible financial outcome.

Meet the Business Owner

David D.

Business Owner

David G. Dietze is President and Chief Investment Strategist of Point View Wealth Management, Inc., an SEC registered investment advisor. PVWM has been named one of the country’s top wealth managers by Bloomberg Wealth Manager magazine. Point View assists individuals, families, trusts, and others to develop and implement appropriate investment policies in the management of their financial assets.

Mr. Dietze has devoted many years to investing and analyzing the markets. He has been awarded both the Chartered Financial Analyst designation by the CFA Institute and the Certified Financial Planner designation by the CFP Board of Standards. He is a member of various professional organizations, including the CFA Institute and the Investment Forum of Northern New Jersey.