Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions.
Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only Wealth Management movement, and continue to only receiving fees from clients not from product sales, which can lead to conflicts of interest.
We listen, think independently, advise & take action. We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.
Lewis Altfest, Ph.D., CFP®, CFA, CPA/PFS founded the firm after leaving Lord Abbett & Co. where he was a Partner and Director of Research.
Karen C Altfest, Ph.D., CFP® joined the firm in its early years, has had a strong impact on its growth, and oversees the firm’s marketing activities including a very successful program for affluent women.
At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multigenerational families, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments and more.
New York, New York
Investment Management, Retirement Planning, Tax and Estate Advisory, Insurance, Wealth Management, and Financial Planning