We’d like to share some exciting news with you — Lew Altfest, Ph.D., CFP^®, CFA, CPA, PFS has been named as one of the nation’s “Top 100 Independent Wealth Advisors” by Barron’s for 2016. This is the ninth time Lew has received this prestigious distinction from Barron’s, a weekly Dow Jones publication covering business and finance.
We are proud to be included among the nation’s top Independent Financial Advisors. The ranking methodology for this list includes a focus on quality of practice and we believe our emphasis on being a client-focused, fee-only firm makes a difference.

You can count on our continued commitment to offer our expertise, care and extra effort that sets us apart from our peers and leads to our continual recognition.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.