Are You A Pro? Join For Free

Erik Lehtinen

Integrative Wealth Solutions
Investment Advisor

Contact Information:

326 Fairview Ave Suite 150
Claverack, NY 12513
United States
T: 518 220 4233
F: 518 392 0789
www.IntegrativeWealth.com

Years in Business:

 

6

Clients I'm Seeking:

 

1. A socially conscious individual, or mission oriented organization. 2. Interested in holistic, ethical, values based, financial strategies 3. Appreciate a long-term relationship with a financial professional 4. A business owner, professional, or Executive Director 5. Have a minimum net worth of $250,000, or a strong intention to build one. 6. Seek effective creditor protection of financial assets. 7. Desire to pay less in taxes, or help potential donors pay less.

About My Business:

 

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 face 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.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: