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Summit View Wealth Management Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Summit View Wealth Management is a Pittsburgh-based financial services firm that provides fully comprehensive financial planning. Its advisory approach focuses on delivering professional and consistent wealth management guidance to individuals, small and medium-sized businesses, foundations, trusts, and executives, helping clients make informed decisions within the context of an overall financial plan. Positioned within the financial services industry, the firm emphasizes personal financial consulting aimed at improving clients’ management of their finances through disciplined, ongoing planning. The company is located in the Pittsburgh area (Wexford, Pennsylvania) and operates with a small professional team. Recent activity includes continuing to offer advisory services under registered investment advisor arrangements through Cambridge Investment Research entities.

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

Summit View Wealth Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Summit View Wealth Management's Leadership

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

Summit View Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Summit View Wealth Management

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

Frequently Asked Questions

What is Summit View Wealth Management known for?

Minus sign iconPlus sign iconSummit View Wealth Management was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-412-261-****
. Explore Summit View Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconSummit 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?

Minus sign iconPlus sign iconSummit View Wealth Management has approximately 6 employees as of August 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 August 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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