Complimentary Consultation
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
Financial Planning

At Altfest Personal Wealth ManagementSM, we do more than manage our clients’ investments – we also help you with the day-to-day and long-term financial issues you seek to resolve.

For example:

  • Will I be able to retire with financial security?
  • How can I most effectively leave assets to my children?
  • How do I best adjust financially to a major life change – marriage, children/grandchildren, divorce, or death of a spouse or partner?
  • How can I optimize my company pension or executive benefits?
  • Should I refinance my mortgage?
  • What about a will and health proxy?
  • How can I get my financial life in order?

We do not provide advice just for your needs today. Rather, our ongoing monitoring and service strives to both enhance decision-making in a wide variety of financial areas, and ensure constant progress towards meeting your goals.

Our financial planning analyses, and in particular our retirement planning analyses, are highly sophisticated. Many members of the firm hold CFP® certificates – the leading designation in the field. In addition to this depth of general planning knowledge, we have specialists in a number of targeted areas who can help answer your specific questions. As with our investment work, quantitative knowledge constitutes only half the value we provide for clients. The other half is qualitative – our ability to listen, to understand your needs and then develop solutions that make financial sense in addition to providing personal comfort and satisfaction to you.