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The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York
Lewis Altfest is listed as one of Barron's Top 100 Independent Advisors in the Nation for the third year in a row (2007, 2008, 2009)
Karen Altfest authored the cover story of the AAII Journal's August issue, "Surviving a Loss: Smart Steps for Coping With Widowhood."
Dawn Brown is quoted in the Wall Street Journal article "The Right Steps: When it comes to blended families, estate planning can be a special kind of hell"
The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York
Paul Palazzo appeared in the Wall Street Journal article "A Time for Giving: Why now is a great opportunity to pass on some of your wealth"
Lewis Altfest is one of six featured in the January issue of Money magazine, in the article "Secrets of America's Top Advisors."
Select Industry Awards

Recognition for Altfest Personal Wealth ManagementSM

  • Top 250 Wealth Managers in the Nation
    Wealth Manager magazine 2003-2008

  • 200 Leading Registered Investment Advisors in the US
    Financial Advisor magazine 2006-2008

  • Bloomberg's Top 300 Wealth Managers in the Country
    Bloomberg Wealth Manager 2003-2005

Additional Awards

  • One of the “financial planning profession’s most respected veterans.”
    Money magazine – Lew Altfest, 2009

  • Top 100 Independent Financial Advisors in the Nation
    Barron’s – Lew Altfest, 2007, 2008, 2009

  • Top 250 Wealth Advisors in the Nation
    Worth magazine – Lew Altfest, 2008

  • 150 Best Financial Advisors for Doctors
    Medical Economics – Lew Altfest, 1998, 2000, 2002, 2004, 2006, 2008

  • The 50 Distinguished Women in Wealth Management
    "One of the most prominent female wealth managers in the business"
    Wealth Manager magazine – Karen C. Altfest, 2008

  • 100 Top Advisors
    Mutual Funds magazine - Lew Altfest, September 2002

  • Sole recipient of the 2007 Charles R. Schwab IMPACT Award™ – Lewis Altfest
    Impact Awards Video; Impact Awards Press Release PDF