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.
Community Involvement

New York Common Pantry

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.