At Altfest Personal Wealth Management^SM, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

Today, we offer you:

• A staff of some 20 smart and friendly professionals and support staff dedicated to making you comfortable as we make your financial life easier.
• The willingness to serve you in the way that best addresses your own special circumstances, sensitivities and concerns.
• Sophisticated financial planning to help you navigate your way to a secure future and make intelligent decisions in areas such as investments, retirement, college planning, insurance or estate planning.
• A diversified portfolio of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns, and managed by a talented team led by Chief Investment Officer, Lewis J. Altfest, regarded by many as one of the best in wealth management.

Pioneers in the world of fee-only wealth management – no commissions, no products to sell; therefore no conflicts of interest -- Altfest has worked hard to earn and reward the trust of our clients. Beyond the personal fulfillment of having a respected and successful practice, are the strong and lasting relationships with our family of clients.

Top 100 Independent Financial Advisors
— Barron's 2007, 2008, 2009

Top 250 Wealth Advisors
— Worth Magazine, 2008