For the 12th consecutive year, Altfest CEO and founder Lew Altfest, has been recognized by Barrons on their list of Top 1200 Financial Advisors in the United States.

Since founding Altfest Personal Wealth Management in 1983, Lew has worked tirelessly to support clients with their investment management and financial planning needs.

His dedication to clients is deeply woven into the fabric of the firm and is evidenced by his 12th consecutive year receiving this recognition!

A Legacy of Excellence

For more than 40 years Lew has led by example and built a legacy of fiduciary excellence that is shared by every member of his award-winning firm.  By putting the best interests of the client front and center in every aspect of the firm, Altfest has created an environment that excels at supporting clients and team members alike.

To find out how we can help you to achieve your financial goals, give us a call at (212) 406-0850 or click on the link below!

Request a complimentary consultation.

The Barrons rankings are based on data provided by over 7,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. If you’re reading this in a Barron’s app, please head to barrons.com in your browser for a better experience.

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.