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.
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.