We strive to help make your savings last
by building a relationship that endures.
The long run is the only one that matters.
Since October 15, 1986, 10-15 Associates has been helping Hudson Valley families, business owners, and professionals protect and grow their assets, solve complex financial challenges, and retire with confidence. Many clients continue working with us for years after they retire or even move to other states, becoming part of our extended family, and making us the first number they call during any life transition.
We are well known for our retirement planning, but we also offer a range of services personalized to each client’s needs. Rather than relying on mutual funds and other prepackaged products, we handpick individual securities for each client to precision-tailor their portfolios. We work in a collaborative manner to consult on matters such as wealth preservation, wealth transfer, tax mitigation, and asset protection so that our clients can meet their goals with confidence.
It is the people behind the money that we manage that make our life’s work fulfilling.
We’ve been working as a fiduciary for over twenty years. As an independent, SEC-registered investment advisory firm that specializes in retirement planning, we are obligated to put your interests first. We have eliminated unnecessary transaction costs and our compensation is derived solely from our highly transparent management fee.
Our trade is financial management.
Our brand is trust, transparency, and consistency of service.
Our pledge is that clients and their interests will always come first.
That is what it truly means to act as a fiduciary.