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.

Financially Savvy Woman™

For the past 20 years, Dr. Karen C. Altfest has made it her mission to see that women have a comfortable place in the world of investment management and financial planning. The Financially Savvy Woman™ is an integral part of that effort – a program committed to inclusiveness, education, communication, building relationships and a view of life in its entirety.

"Welcome to the Financially Savvy Woman™. Here you’ll find it’s all about you, your concerns, your goals, your choices, and your financial life (yes, you do have a financial life!). I believe everyone has an interesting story to tell – and I look forward to learning yours, sharing ideas, and helping you make solid decisions that will get you on the road to knowledge and comfort. Most of all, I am happy to allow you to concentrate on those things in your life that you want to concentrate on, while we help manage the financial areas."

- Dr. Karen C. Altfest