The Altfest Dental Practice Group        

Since 1983, Altfest Personal Wealth Management^SM 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 Management^SM, 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.

• 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.

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