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Point View Wealth Management, Inc. logo

Point View Wealth Management, Inc. Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

Point View Wealth Management, Inc. is an SEC-registered investment adviser that operates within Peapack Private, the wealth management division of Peapack-Gladstone Bank. The firm offers tailored portfolio management and comprehensive financial planning designed to fit each family's unique financial situation. Based in Summit, New Jersey, it functions as a small team within a broader financial services network.

Its advisory approach centers on aligning investment strategies with clients' long-term goals and overall financial plans. The organization has been recognized by industry outlets such as CNBC, Financial Advisor, and Bloomberg Wealth Magazine as a leading RIA.

Find Point View Wealth Management, Inc. employees' phone numbers or email addresses

Point View Wealth Management, Inc. Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Point View Wealth Management, Inc.'s Leadership

  • Stylized image of a person
    L. L.
    Senior Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Officer
    Phone icon
    Mobile Phone

Point View Wealth Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Point View Wealth Management, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. L.
    Senior Financial Planner
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    K. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. M.
    Officer
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Point View Wealth Management, Inc. known for?

Minus sign iconPlus sign iconPoint View Wealth Management, Inc. was founded in 1993 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-908-598-****
. Explore Point View Wealth Management, Inc.'s company overview page for more information.

What is Point View Wealth Management, Inc.'s most common email format?

Minus sign iconPlus sign iconPoint View Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Point View Wealth Management, Inc. email formats with LeadIQ.

How many employees does Point View Wealth Management, Inc. have currently?

Minus sign iconPlus sign iconPoint View Wealth Management, Inc. has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Point View Wealth Management, Inc.'s key employees and leadership?

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As of July 2026, Point View Wealth Management, Inc.'s key employees include:

  • Senior Financial Planner: L. L.
  • Financial Advisor: K. H.
  • Officer: T. M.

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