Pointcrest Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

Pointcrest Wealth Management is a financial services firm that provides integrated wealth management solutions for individuals, families, institutions, and closely held businesses. The firm emphasizes a client-centric culture built on professional integrity, aiming to deliver personalized financial guidance and long-term collaborative relationships to address each client’s unique needs.
Based in New York City, the company operates as an advisor through NewEdge Advisors, LLC (doing business as Periscope Wealth Management), with services offered to clients under proper licensing or exemption. The organization positions itself within the wealth management industry by delivering comprehensive advisory services through a professional network, while noting that investment results are not guaranteed and that advisory engagements require formal client service agreements.

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