Complimentary Consultation
Forbes recognized Andrew Altfest as one of America's Top Next-Generation Wealth Advisors for 2017.
Lew Altfest again has ranked high on Barron's Top 1,200 Financial Advisors in the country for 2017.
Forbes recognized Karen Altfest as one of America's Top Women Wealth Advisors for 2017.
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2016.
Advisory HQ listed Altfest Personal Wealth Management among the Best Financial Advisors in New York.
Karen Altfest is profiled by Investment News for her leadership and passion in "Women to Watch."
Influencer Awards: Lewis and Karen Altfest receive the Lifetime Achievement Award from Financial Planning Magazine.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Team Approach

Each client of Altfest has a team of trained and caring professionals working for him or her. In this way, you benefit from having both generalists and specialists working as a team to meet your needs. We also will coordinate solutions with your other advisors or, if you prefer, can help you select from an established network of expert professionals such as attorneys and accountants. There, too, you are not abandoned as we monitor outside relationships to make sure all is well.

While each person on the team will be familiar with you, one person will be assigned as your special relationship manager.