Complimentary Consultation
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


Endorsed by NYSDA Support Services
for New York State Dental Association (NYSDA) Members

March, 2017 Update:
April 25, 2017
5:30pm to 8:00pm
Refreshments will be served
From Your 1st Practice to Your 5th Practice: Building Your Personal and Professional Wealth

Hilton Hotel,
598 NY-110
Melville, NY 11747
Click Here To Register

Lunch with Lew Lunch with Lew Conference Call for Dentists:
Lew Altfest, Ph.D, CFP®, CFA, the founder, CEO and head of investments for Altfest Personal Wealth Management, hosts these conference calls to update dentists of our latest thinking on investments and the economy. Contact us at 212-406-0850 for information on the latest Lunch with Lew.

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.

The Altfest Dental Practice Group        News

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.

Click here to learn more
about the services we offer to dentists.

  • Management of Your Personal and Retirement Investments

    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.

  • Retirement Planning

    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.

  • Insurance Planning

    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

    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.

  • Management of Your Practice's Retirement Plan

    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.

Want to know about upcoming events for dentists? Click here.

2017 Events Coming Soon

Are you a retired dentist? Click here.

We can help you:

  • Create an income-oriented portfolio
  • Manage the risk in your investments
  • Ensure that you will be financially secure throughout retirement
  • Determine if you can afford to raise your standard of living
  • Make smart decisions around Social Security
  • Evaluate long-term care insurance
  • Plan for your estate

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.

Barron's Top 100
Top 100 Independent Financial Advisors
Barron's, 2013, 2014, 2015, 2016
Financial Times Top Financial Advisors
Top Financial Advisers
Financial Times, 2014, 2015
Worth Top 250
Top 250 Wealth Advisors
Worth Magazine, 2008
Dental Practice
Best Financial Advisers for Dentists
— Dental Practice, 2011, 2012, 2013