Ethical, innovative, comprehensive, lifetime management of financial assets for individuals, and organizations.
Erik Lehtinen - Founder, and Principal Advisor
The majority of my clients come via direct introduction, and I consider this the most sincere payment I could ever hope to receive from a current client. I accept new people to work with regularly with the understanding that they value the advisor relationship, and are a good match to my financial management philosophy. I am in the process of obtaining my Certified Financial Planner (CFP) designation, which recognizes the gold standard of professional development, knowledge mastery and ethical behavior.More
Comprehensive Financial Management
Integrative Wealth is a small, independent firm with access to powerful, dynamic, global resources. While there are many larger insurance and financial management firms, their clients are often frustrated by impersonal relationships, disconnected planning, and an allegiance to proprietary products for compensation. Traditionally, even the best "Financial Advisors" focus only on managing "performance" of investments and give little to no thought to how those investments relate to the holistic needs of the client.More
Integrative Wealth operates from a historic building that was designed by renowned architect Marcus T. Reynolds, whose work includes the Delaware & Hudson Railroad Headquarters in Albany, New York, the Albany Academy, and the Gideon Putnam Hotel in Saratoga Springs, New York. Designed in the Federal Style, the building features six large pillars leading to a leaded glass entryway and is a vintage jewel in the renewed City of Hudson.
Comprehensive services, for the lifetime financial needs of professionals working in public service particularly in the fields of Medicine and Education.