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Integrated Wealth Management
1 Corporate Place South, Suite 130
Piscataway, NJ 08854
Tel: 732-510-1600
Direct Line: 732-510-1616
blechtman@sfr1.com
www.iwmco.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
B. Duke Lechtman
Education:• Wharton School of Business, University of Pennsylvania
• BS Economics
Specialization:
• Family Wealth Planning
• Asset Protection
• Retirement Planning
• Estate/Wealth Distribution Planning
• Investment Planning
Previous 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)
Personal:
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 and a member of the Board
of Trustees of the local Red Cross chapter. 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.
