approach-header-image
Complimentary Consultation
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
Community Involvement

We, at Altfest Personal Wealth ManagementSM, take great pride and gain great satisfaction from helping out those who have need for financial advice but don't have the means for expert help. We take part in pro bono financial planning projects through various organizations and media outlets. Some recent projects include:

  • The Financial Planning Association's Personal Financial Fitness Workshop, part of Financial Planning Week;
  • The Money Bus, a combined venture of the National Association of Personal Financial Advisors (NAPFA), TD Ameritrade and Kiplinger's Personal Finance that provides free financial advice;
  • The New York Daily News Money Line, a phone-a-thon for people who need advice with their financial affairs;
  • JumpStart Your Retirement Days, an Internet based venture between NAPFA and Kiplinger's Personal Finance.

We also provide pro bono help through local community groups, religious organizations and public libraries. In addition, we contribute to various charities in and around the area.

One particular charity we have forged a close relationship with is the Yorkville Common Pantry (YCP), New York's largest community-based food pantry. Karen Altfest was YCP's founding President and Chairperson. Our relationship with YCP continues today. Our ongoing support of YCP helps feed families in need. YCP Executive Director Stephen Grimaldi joined us at a recent Altfest event to discuss our partnership and the services YCP provides to the needy in our community. You can view Stephen Grimaldi's presentation here.

In 2007, The Dr. Lewis J. Altfest Certified Financial Planner® Endowed Scholarship Fund was established at Pace University's Lubin School of Business, in connection with Lew�s receiving the coveted 2007 Charles R. Schwab Impact Award®. The scholarship goes towards paying for the education of accomplished students interested in a career in personal finance.