Our Team

Point View takes a team approach in servicing our clients needs. Each client/family relationship will work with David, a member of the investment team, Claire for financial planning, and a member of the client service team. 

Senior Team

Investment TEAM

Client Service

 
 
 
 

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Contact Info

Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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