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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
Mental Health Professionals

Since 1983, Altfest Personal Wealth Management has helped mental health professionals like you manage their investments and plan for their retirement. In addition, we are committed to understanding the specific needs of mental health professionals and providing financial education to the community.

At Altfest Personal Wealth Management, we want to help you meet your goals. We understand that each professional'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. We create well diversified portfolios based on your tolerance for risk, help you stay on track to achieve the retirement you desire, counsel on how to maximize your Social Security benefits, reduce financial risk, plan for real estate purchases and much more.

As an objective, strictly fee-only firm, we do not accept commissions and only work in our clients' best interests.

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.

Your investment accounts will be held with a third-party custodian, such as 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 innovation 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 monetizing the value of your practice, if applicable.

Insurance Planning

We can help you determine how much life insurance you need to protect your spouse and children, and how much disability insurance may be appropriate given your specific situation. 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 can introduce you to estate attorneys who have earned our trust over the years.

Creating a Workplace Retirement Plan

Mental health professionals in private practice have much more choice over the type of workplace retirement plan and the amount they can annually contribute (tax-deferred) than regular employees of a company. Based on the objective and financial well-being of your practice, we can help you determine and establish the workplace retirement plan that is most beneficial to you.