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We listen, think independently, advise & take action.

Other firms may put their profits first — Altfest puts you first.

We learn all about you and your family so that our objective advice is precisely calibrated to your specific needs.  Our custom financial planning and investment management advice is deeply rooted in our passion for helping clients towards their best possible future. Since our founding, Altfest has been a pioneer in fee-only services.   

No commissions. No sales pitches. Just solutions. 

Active Investment Management

Investment decisions are made individually for each and every client using a comprehensive, personal, and truly objective approach. We strive to reduce risk and use independent ideas to seek portfolio growth. Our seasoned investment committee, led by founder Lew Altfest, shapes and manages your assets in several distinctive ways:

A Customized Portfolio

First, we discuss your retirement time horizon, spending habits, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we design a custom-tailored plan designed to meet your needs and maximize potential tax benefits.

Then you can sit back and relax while we take care of all the details; opening and transferring accounts, making investment transactions and handling the recordkeeping aspects of managing your assets.

Active Account Management

Our talented and award-winning investment team works diligently to evaluate portfolio performance, identify opportunities, prepare for market risks, and consider alternatives.

We believe our system of active management is a unique combination of finding value and managing risk that drives client portfolio performance. It is a hallmark of our investment philosophy that we believe serves clients well.

Let us build your custom plan for the future.

We don't believe in off-the-shelf or one-size-fits-all solutions. Our team’s process begins with us gaining an in-depth understanding of you and your situation, so that our recommendations are tailored to your unique needs.

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Comprehensive Financial Planning

We take a thoughtful and integrated approach to our clients’ financial lives. Our advisors consider all your assets and liabilities and include variables such as future earnings, spending requirements, inflation, medical expenses and life goals. As life happens, we adjust your plan accordingly so that it continues to remain aligned with your goals.

Using your goals as a guide, we craft the best solutions for your needs:

  • retirement planning
    Retirement
    Planning

    Each client’s lifestyle requires distinct consideration, so we work to shape your tomorrow through retirement planning services with a personal touch.

  • tax planning
    Tax
    Planning

    Altfest can identify ways you may not have considered to structure your finances in tax-advantaged ways.

  • estate planning
    Estate
    Planning

    We give peace of mind to singles, couples and families through our advice on the best ways to share assets in the future.

  • insurance
    Insurance

    Altfest assesses your insurance needs and introduces professionals who can help protect your family and business for years to come.

  • investment management
    Investment
    Review

    We carefully review your current portfolio and offer smart suggestions to match your goals and reduce risk.

  • company benefits
    Company
    Benefits

    Altfest will strive to understand the important issues of your compensation and benefits, including stock options, and help you optimize your benefits package.

  • education planning
    Education
    Planning

    We offer innovative ideas to save and accumulate, or to benefit from tax-advantaged programs to finance education.

  • cash flow analysis
    Cash Flow
    Goal Planning

    We create strategies to manage your monthly and longer-term expenses in a way that reflects your objectives.

  • charitable giving
    Charitable
    Giving

    Learn about new approaches to supporting the organizations you care about most while managing tax and cash-flow implications.

Want to take a deeper dive? Learn more about our comprehensive approach.

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Altfest is proud to offer personalized financial planning and investment management services that are catered to each individual's unique needs.



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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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