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Wrong Claire Toth?

Claire E. Toth

Vice President

Point View Wealth Management INC

HQ Phone:  (800) 252-7854

Direct Phone: (908) ***-****direct phone

Email: c***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Point View Wealth Management INC

382 Springfield Avenue Suite 208

Summit, New Jersey,07901

United States

Company Description

Founded in 1993, Point View Wealth Management is an independent, fee-only investment advisor providing customized portfolio management services. As a fee-only advisor, we have only your best interests in mind, unlike stockbrokers who may have a vested interest...more

Background Information

Employment History

Counsel

Bourne, Noll & Kenyon Pa


Web References(55 Total References)


Bourne, Noll & Kenyon - Claire E. Toth

bournenoll.com [cached]

Claire E. Toth
Claire E. Toth E-Mail: ctoth@bournenoll.com Practice Areas: Claire has focused her career on privately held businesses and individuals. In this capacity, her practice has run the gamut from business formation to retirement plans to estate planning. Claire will continue as Vice President of Point View Wealth Management, Inc., a Summit Registered Investment Advisory firm. In that role, she heads up financial planning services for individuals and families. She has held that position since 1999. Prior to moving to New Jersey, Claire spent twelve years in the Office of IRS Chief Counsel, where she oversaw rulings and regulations for partnerships, S corporations, estates, and trusts. She also spent a number of years in private practice. Claire is a graduate of the University of Chicago, where she was admitted to Phi Beta Kappa, and the University of Chicago Law School. She received her Master of Laws in Taxation from Georgetown University. Claire has published scholarly articles on partnership allocations, asset preservation, and bankruptcy. She contributes quarterly to Point View Investor , which is reprinted in the local press. Claire has served as Treasurer to the Summit Educational Foundation, the Summit Business and Professional Women's Club, and Macculloch Hall house museum in Morristown. She sits on the Summit Historic Preservation Commission and is an active volunteer at her church and in the public schools. Claire speaks frequently before groups ranging from the Overlook Foundation to S.A.G.E., as well as to professional organizations.


Our Team - Point View Wealth Management, INC

www.ptview.com [cached]

Claire E. Toth, JD, MLT,CFP™


www.ptview.com

Claire E. Toth, JD, MLT,CFP™


Events - Point View Wealth Management, INC

www.ptview.com [cached]

Point View's Claire Toth will serve as an upper floor business representative and was elected Treasurer.
From left Summit realtor Jane Johanson, John Hak (Mtn Lakes HS '72) and Claire Toth! Point View's Claire Toth will be presenting Estate Planning in a Turbulent Landscape to the Millburn AAII Investment Education Group on Tuesday, February 14, 2017. Click here for more information. Point View Wealth Management's President, Founder, and Chief Investment Officer David Dietze, along with colleagues Claire Toth, and John Petrides gave their annual presentation to the Suburban Chamber of Commerce First Friday meeting on January 6 at the Grand Summit Hotel. Point View's David Dietze, Claire Toth and John Petrides were proud to present their investment and tax advice to prepare for the upcoming year to the Suburban Chambers of Commerce. Point View's David Dietze, Claire Toth and John Petrides will kick off the New Year with their annual financial presentation to the Suburban Chamber of Commerce on Friday morning, January 6. Shown at the event, from left, Claire Toth, SAGE Executive Director Angela Sullivan, and Point View Wealth Management Founder David Dietze. Claire Toth to speak to ExxonMobil Annuitants Club Summit, NJ - Claire Toth, JD, MLT, CFP, Vice President and Chief Operating Officer of Point View Wealth Management, Inc. will speak on Estate Planning at the November 20th meeting of the ExxonMobil Annuitants Financial Club at the Morris County Library. Point View's Claire Toth will appear on a panel sponsored by SAGE on financial planning for seniors and boomers: Click here for more information March 17, 2014 Point View's Claire Toth to speak to the Summit-New Providence Rotary on March 17th at noon on the New Tax Planning.


Home - Point View Wealth Management, INC

www.ptview.com [cached]

Read our latest article on Budget Basics by Point View's Claire Toth.
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