Altfest - The Altfest Approach

Karen Altfest is featured in the Dow Jones Newswire article "Widows Aren't Your Grandmother"

Lewis Altfest is once again named one of Barron's Top 100 Independent Advisors in the Nation for the fourth year in a row (2007, 2008, 2009, 2010, 2011)

Dawn Brown authored the article "Grandparents' Gifting for College" for the AAII Journal's July issue

Karen Altfest is featured on the Wall Street Journal Financial Advisor blog, in the article "VOICES: Karen Altfest, on Working With Widows"

Altfest Personal Wealth Management is endorsed as the preferred provider of financial planning and investment management services to members of the NYS Dental Association, New York's largest association of dentists. Click here to learn more.

The Altfest Approach

The Altfest approach is centered on the client. Only by placing you at the core of everything we do can we truly meet your needs. And we meet your needs by providing you with openly objective advice, personal service, a team approach, deep experience and strong fundamentals in investment management and financial planning. As a result, we believe our approach effectively reduces risk and raises performance.