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Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
How We Help You

At Altfest Personal Wealth ManagementSM, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

Today, we offer you:

  • A staff of some 20 smart and friendly professionals dedicated to making you comfortable as we make your financial life easier.
  • The willingness to serve you in the way that best addresses your own special circumstances, sensitivities and concerns.
  • Sophisticated financial planning to help you navigate your way to a secure future and make intelligent decisions in areas such as investments, retirement, college planning, insurance or estate planning.
  • A diversified portfolio of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns, and managed by a talented team led by Chief Investment Officer, Lewis J. Altfest, regarded by many as one of the best in wealth management.

Pioneers in the world of fee-only wealth management – no commissions, no products to sell; therefore no conflicts of interest -- Altfest has worked hard to earn and reward the trust of our clients. Beyond the personal fulfillment of having a respected and successful practice, are the strong and lasting relationships with our family of clients.




Barron's Top 100
Top 100 Independent Financial Advisors
Barron's,
2013, 2014, 2015
Financial Times Top Financial Advisors
Top Financial Advisers
Financial Times,
2014, 2015
Worth Top 250
Top 250 Wealth Advisors
Worth Magazine, 2008