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-on...
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.