B. Duke Lechtman

Integrated Wealth Management

1 Harding Rd, Suite 100

Red Bank, NJ 07701

Tel: 732-510-1600

Direct Line: 732-510-1611

www.iwmco.com

 

Main Office:

Summit Financial Resources, Inc.

4 Campus Drive, 2nd Floor

Parsippany, NJ 07054

973-285-3600

Email: blechtman@sfr1.com

Duke and his wife Susan have lived in Morristown since 1996. Prior to that they resided in Short Hills for 27 years where Duke was among the founders of the Millburn Soccer Associates. Whenever possible, they travel to their country home in the Berkshires with its many cultural activities. In addition, they enjoy tennis, golf and hiking. They have two children and four outstanding grandchildren.


Education

  • Wharton School of Business, University of Pennsylvania
  • BS Economics

Specialization

  • Family Wealth Planning
  • Asset Protection
  • Retirement Planning
  • Estate/Wealth Distribution Planning
  • Investment Planning

Business Experience

  • Integrated Wealth Management-Financial Planning (2002-Present)
  • Rothstein-Lechtman Associates-Insurance Advisor (1993-2002)
  • Founder-SLR Mgt Corp.-Real Estate Management (1985-Present)
  • Founder-Income Growth Associates-Registered Investment Advisor (1982-1987)
  • Salomon Brothers-Vice President (1962-1980)