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The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York
Lewis Altfest is listed as one of Barron's Top 100 Independent Advisors in the Nation for the third year in a row (2007, 2008, 2009)
Karen Altfest authored the cover story of the AAII Journal's August issue, "Surviving a Loss: Smart Steps for Coping With Widowhood."
Dawn Brown is quoted in the Wall Street Journal article "The Right Steps: When it comes to blended families, estate planning can be a special kind of hell"
The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York
Paul Palazzo appeared in the Wall Street Journal article "A Time for Giving: Why now is a great opportunity to pass on some of your wealth"
Lewis Altfest is one of six featured in the January issue of Money magazine, in the article "Secrets of America's Top Advisors."
Our Team

Altfest Personal Wealth ManagementSM has a staff of smart and friendly professionals dedicated to making your financial life easier. Our Wealth Management Team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. The Investment Research Team provides the insights and guidance for making the right investment decisions for our clients, and our Client Administration and Client Relations Teams ensure that you are comfortable and happy at Altfest.

We invite you to learn more about our team members, their experience and life outside the firm.