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.
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.