Endorsed by NYSDA Support Services
for New York State Dental Association (NYSDA) Members
Altfest Personal Wealth Management recently sponsored a Personal Finance Summit for Dentists in the Central New York Region. Hosted by NYSDA Support Services and the Fifth Distrcit Dental Society, and supported by the Sixth Distrcit Dental Society, speakers from Altfest as well as Bond, Schoeneck & King, PLLC and Dannible & McKee, LLP addressed a wide aray of investment and financial planning topics.
Since 1983, Altfest Personal Wealth ManagementSM has helped dentists like you manage their investments and plan for their retirement. In addition, we are committed to providing financial education to the dental community through seminars and newsletters about financial topics that affect its members.
At Altfest Personal Wealth ManagementSM, we want to help you meet your goals. We understand that each dentist's lifestyle requires distinct consideration and planning; that's why we provide services with a personal touch, whether through managing investments or providing advanced financial planning guidance.
As an objective, strictly fee-only firm, we do not sell products but work only in our clients' best interests.
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about the services we offer to dentists.
Our experienced investment team, led by Lew Altfest, Ph.D., CFA, CFP, will invest your money across a wide array of asset classes, creating diversified portfolios of stocks, bonds, and mutual funds.
You will have personal accounts that we manage for you at Charles Schwab or TD Ameritrade.
TPM stands for Total Portfolio Management, our proprietary investment and financial planning tool that reflects the holistic approach we will apply to your financial life. It is an innovative advancement in the field of portfolio construction that reflects our ongoing research, ties to academia, and commitment to moving the profession forward.
We will create a plan for your financial independence, taking into account your special goals, needs, and circumstances, including a strategy for exiting your practice.
We can help you determine how much life insurance you need to protect your spouse and children, or whether you need it to protect your interest in a group practice. We can discuss the pros and cons of long-term care insurance. As fee-only advisors, we receive no commission on any insurance products, so you can be sure that the recommendations we make to you are based solely on what we believe is in your best interests.
Estate planning is a moving target. As your assets increase, your family evolves, and the laws change, your estate plan needs to change as well. We will help you coordinate your estate plan with your retirement plan, investment approach, charitable goals, and overall tax plan to help ensure that you and your heirs get the most out of your assets. Where appropriate, we will refer you to estate attorneys who have earned our trust over the years.
If your practice has or needs a retirement plan that covers your employees, we can help you select a menu of investment options for your participants. We can also educate them about investment options and portfolio construction, helping you fulfill your responsibility as a fiduciary.
Are you a retired dentist? Click here.
We can help you:
Are you a member of the
New York State Dental Association? Click here.
NYSDA members are entitled to a 10% discount off the first year of our investment management services while Retired NYSDA members are entitled to a 15% discount.