At Altfest Personal Wealth Management^SM, we do more than manage our clients’ investments – we also help you with the day-to-day and long-term financial issues you seek to resolve.

For example:

• Will I be able to retire with financial security?
• How can I most effectively leave assets to my children?
• How do I best adjust financially to a major life change – marriage, children/grandchildren, divorce, or death of a spouse or partner?
• How can I optimize my company pension or executive benefits?
• Should I refinance my mortgage?
• What about a will and health proxy?
• How can I get my financial life in order?

We do not provide advice just for your needs today. Rather, our ongoing monitoring and service strives to both enhance decision-making in a wide variety of financial areas, and ensure constant progress towards meeting your goals.

Our financial planning analyses, and in particular our retirement planning analyses, are highly sophisticated. Many members of the firm hold CFP^® certificates – the leading designation in the field. In addition to this depth of general planning knowledge, we have specialists in a number of targeted areas who can help answer your specific questions. As with our investment work, quantitative knowledge constitutes only half the value we provide for clients. The other half is qualitative – our ability to listen, to understand your needs and then develop solutions that make financial sense in addition to providing personal comfort and satisfaction to you.