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.

Wealth Management for Dentists


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

July, 2017 Update:
July 14, 2017
Prioritize and Organize Your Finances: Financial Planning & Investing for Young Dentists Lunch & Learn

Stony Brook University School of Dental Medicine

Contact Reza Rezvi for more details
October 11, 2017
6:00pm to 9:00pm
Midlife Crisis: Financial and Legal Optimization Strategies for the Mid-Career Dentist

Registration fee: $40, $50 at the door

TBD, in Manhattan

Registration Information To Follow

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
2013, 2014, 2015, 2016
Dental Practice
Best Financial Advisers for Dentists
— Dental Practice, 2011, 2012, 2013