Marcela D. Garcia has joined Point View Wealth Management to oversee office operations.
Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?
CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.