We’re happy to announce that 10-15 Associates has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients.
Your team in New York won't change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.
Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from 10-15 Associates. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
The advisor and client service team that you have come to know and trust will remain as your points of contact.
Please use the link below for access to our partner sites. Please contact the Goshen office at 845-294-2080 with any questions related to your accounts.
Log in here for your consolidated personal information and financial plan. If you are having trouble accessing the dashboard, please contact our office.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.