Summit View Wealth Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Summit View is a Pittsburgh-based financial services firm where the advisors offer fully comprehensive financial planning. Our primary goal is providing exemplary guidance to those looking to get a better handle on their financial management. We provide professional, diligent, consistent wealth management advice for individuals, small/medium sized business, foundations, trusts and executives. We strive to be your Personal Financial Consultant, and we work to help you make consistently smart financial decisions within the context of your comprehensive financial plan.  To learn more about Summit View Wealth Management visit summitviewwealth.com. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Summit View Wealth Management, LLC and Cambridge are not affiliated. Cambridge does not provide tax or legal advice.

Find Summit View Wealth Management employees' phone numbers or email addresses

Summit View Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Summit View Wealth Management's Leadership

  • Stylized image of a person
    K. N. M.
    Lead Advisor
    Phone icon
  • Stylized image of a person
    B. T.
    Retirement Income Specialist And Purposeful Retirement Coach
    Phone icon
  • Stylized image of a person
    J. Z.
    Administrative Specialist
    Phone icon
  • Stylized image of a person
    K. C.
    Financial Advisor
    Phone icon

Summit View Wealth Management Employee Metrics

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

Contact profiles from Summit View Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. N. M.
    Lead Advisor
    Phone icon
    United StatesPennsylvania
    Jan 28, 2026
  • Stylized image of a person
    B. T.
    Retirement Income Specialist And Purposeful Retirement Coach
    Phone icon
    United StatesPennsylvania
    Oct 26, 2025
  • Stylized image of a person
    J. Z.
    Administrative Specialist
    Phone icon
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    K. C.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    Feb 18, 2026

Frequently Asked Questions

What is Summit View Wealth Management known for?

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Summit View Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 210 Wallace Road Wexford, Pennsylvania 15090 United States; you can contact the main corporate office by phone at . Explore Summit View Wealth Management's company overview page for more information.

What is Summit View Wealth Management's most common email format?

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Summit View Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit View Wealth Management email formats with LeadIQ.

How many employees does Summit View Wealth Management have currently?

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Summit View Wealth Management has approximately 4 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Summit View Wealth Management's key employees and leadership?

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As of May 2026, Summit View Wealth Management's key employees include:

  • Lead Advisor: K. N. M.
  • Retirement Income Specialist And Purposeful Retirement Coach: B. T.
  • Administrative Specialist: J. Z.
  • Financial Advisor: K. C.

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