Provide comprehensive services, for the lifetime financial needs of professionals working in public service particularly in the fields of Medicine and Education.
Utilize a comprehensive team of financial, and insurance specialists, to provide holistic, financial management in a creative, competent and ethical manner; guiding clients through the transitions of their life as trusted advisors.
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.
- Strategic Asset Management
- Insurance Planning
- Medicare Education
- Education Funding*
1. Initial consultation
3. Task completion
4. Review completed goals
5. Periodic review
"You honestly changed my life! You were the motivation I needed to get "financially healthy". I paid off all my credit card debt in 6 months and it feels good to not have that hanging over me. Now, when I look at purchases, I know the work that goes into having a balance and its NOT WORTH IT!!! Although, my family has been supportive. I always say..."its Erik". I use you as my excuse, and my battle cry!
My eyes are opened to what needs to be done; I have to take care of my financial health! You're a smart man Erik, and I am glad your helping me become a responsible adult with my money! I can't thank you enough! I am a financially fit mother because of you!"
Mary - Nurse Practitioner