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We make it easy for you to invest and plan financially for the life you want. Let us earn your trust.

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Industry Trailblazers

With over three decades of experience, including recognition by Barron’s, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions.

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Jean Leung

Journalist & Mother
New York City

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Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

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Drs. Phil and Judy Pfeffer

Scientist and Psychologist, Parents, Grandparents
Warrington, PA

Personal Financial Planning

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by Lew Altfest
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Top 100 Independent Wealth Advisors 2013, 2014, 2015, 2016, 2017, 2018, 2019

America's Top Women Wealth Advisors 2017, 2018, 2019, 2020

Best-in-State Wealth Advisors
2018, 2019, 2020

Best Places to Work for Financial Advisors

Best Places to Work for Financial Advisors 2019, 2020

*Barron’s Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons-conferences.com/advisor-rankings.html

*Forbes’ Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

*Forbes’ Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained via phone and in-person due diligence interviews, and quantitative data. Advisors who are considered have a minimum experience of seven years. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

Rankings and recognition by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Altfest will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Altfest by clients. Listed publications base their selection on publicly available information. Altfest is not responsible for any content prepared by outside publications regarding the products or services offered by Altfest.