Altfest News
Lewis Altfest Recognized by Barron’s
Award Recognition
We are pleased to announce that for the 12th time, Lew Altfest, CFA, CFP®, CPA, PFS, Ph.D., and CEO of Altfest Personal Wealth Management has been named one of Barron’s “Top 100 Independent Wealth Advisors”. Lew is ranked 56 on the list.
In addition, we are pleased to share that Lew was inducted into the 2019 Hall of Fame Advisors by the publication. The Barron’s Hall of Fame list recognizes advisors who have been ranked for 10 or more years.
Since the firm’s founding, Lew has always strived to create the best client experience through the firm’s hallmark personal touch, and by offering value-added services. We are honored that his efforts have consistently earned recognition by Barron’s.
Barron’s Top 100 Independent Wealth Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. In evaluating advisors, Barron’s examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate.
Barron’s America’s Top 100 Independent Wealth Advisors is based on AUM , revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100- plus points of data provided by the advisors. There is no fee to participate.
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.
Altfest Personal Wealth Management
Altfest has, from its founding in 1983, always been fee-only and a fiduciary. Altfest does diligent research in an effort to ensure every investment choice for each client is correct for that client in terms of cost, risk and prospects for future performance.
