services-header-image
Complimentary Consultation
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.
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.
Widows

Executive Vice President Karen Altfest recently spoke with the Wall Street Journal to discuss the specialized financial services in place at Altfest Personal Wealth Management for women and widows.

Read more on how Altfest Personal Wealth Management meets the needs of widows. The media often seeks Karen out for her expertise in widowhood planning::

WSJ

Karen Altfest was interviewed for the article "Survivors' Biggest Mistake: Widows and Widowers Often Lose Money Needlessly; the IRA Rollover Penalty"

Karen Altfest was featured in the article and video, "Alone...and Confused: Widows often need special financial advice"

Karen Altfest was featured in the WSJ Voices blog article "Karen Altfest, on Working With Widows"

Dow Jones Newswires

Karen Altfest is featured in "Widows Aren't Your Grandmother"

Dow Jones Newswires

Karen Altfest authored the cover story, "Surviving a Loss: Smart Steps for Coping With Widowhood"

For more information, please call Karen Altfest at 212-406-0850.