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.
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Point View Wealth Management Questions
The Point View Wealth Management annual revenue was $2 million in 2026.
2 people are employed at Point View Wealth Management.
Point View Wealth Management is based in Summit, New Jersey.
The NAICS codes for Point View Wealth Management are [56111, 561, 561110, 5611, 56].
The SIC codes for Point View Wealth Management are [736, 73, 87, 874].
Top Point View Wealth Management Employees
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22
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Laz Lembovski
Senior Financial Planner at Point View Wealth Management
Melbourne, VIC, AU1
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