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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
Our Specialized Services

At Altfest our professionals are trained to meet the various needs of all our clients. For example, we have professionals who understand the enormous life challenges facing widows and divorced persons, the challenges that business executives have in diversifying their investments, and the hurdles that unmarried couples contend with in estate planning and property transfers.

In addition, each advisor has his or her area of specialized financial planning expertise – IRAs, mortgages and long-term care insurance, for instance. This means that if members of your team don’t immediately have the answer to your question, they can walk down the hall to ask another professional with that area of expertise.