Integrative Wealth Solutions - divorce financial planning
divorce financial planning  
certified divorce financial analyst

Integrative Wealth
Four Park Place St
Box # 333
Claverack, NY 12513



Our Vision

Ethical and Creative Financial Asset Management

Our Mission

Connect Values
to Finance

Our philosophy

We want to be a force for change in the world of investment management. We help individuals and, social change oriented organizations: grow, manage and transfer wealth in a tax efficient manner. The simple fact is that every dollar we invest in a socially and environmentally friendly manner rewards organizations who are being good corporate citizens, and sends a message to less responsive organizations that it is in their best financial interest to adopt a more sustainable business model.

We believe that the damaging short-term mindset of achieving quarterly profits, no matter the social and environmental costs must be changed to a more sustainable long-term vision of justice for all living beings. In our view, corporations and investment advisors have been hyper sensitive to short-term investment performance, or price without factoring the long-term impact of those decisions on people and the planet.

Our Services
- Asset management and consultation
- Divorce financial settlement assistance
- Socially responsible investment (SRI) guidance
- Charitable giving expertise
- Expert witness testimony
- Public speaking

We expressly do not provide legal, or tax guidance.
When required, we can introduce our clients to competent
and trusted resources.

Securities through IBN Financial Services, Inc. Member: FINRA & SIPC
8035 Oswego Rd, PO Box 2365, Liverpool NY 13089 315 652 4426


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