Founded by industry trailblazers who continue to lead the way.

About Altfest Personal Wealth Management

We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being.

our Team

Meet the Team

Our Wealth Management Team serves you thoughtfully to best address your special financial circumstances, investment knowledge, risk sensitivities and concerns.

The Investment Research Team provides independent insights and proactive guidance for making the right decisions for our clients, and our Client Administration and Client Relations Team ensure you are comfortable and happy at Altfest.

We invite you to learn about our team members, their industry experience and their interests, both within and outside the firm. Each professional’s open, authentic approach makes him or her memorable.

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history

Lew Altfest’s Original Vision

Lew Altfest set out to make a comprehensive and truly objective approach to wealth management with a personal touch. It has remained constant and at the heart of what we do.

As a firm, we frequently are recognized nationwide for our insights and long-running stewardship of clients’ assets and best interests.

  • 1983
    Co-Founded by Lewis J. Altfest, inspired by his vision for a comprehensive and genuinely objective approach to personal wealth management
  • 2007
    Lew becomes the 2nd recipient of the Schwab IMPACT Award for his "sustained vision, outstanding leadership, client commitment and community engagement."
  • 2014
    Lew Altfest is inducted into Research magazine’s Advisor Hall of Fame
  • 2015
    Karen Altfest is listed as one of Investment News' "Top 20 Most Influential Women to Watch"
  • 2017
    Forbes names Karen Altfest as one of "America's Top 200 Women Wealth Advisors"
  • 2017
    Forbes names Andrew Altfest as one of "America's Top Next-Generation Wealth Advisors"

Quantitative knowledge is only half the value we provide for our clients. The other half is qualitative — our ability to listen, to understand your needs and develop custom solutions that make financial sense.

– Karen Altfest
awards

Recognized with Top Honors

Altfest and its principals receive awards in financial planning and investments, including:

  • 300 top registered investment advisers in the nation Financial Times, 2017
  • 200 leading registered investment advisors in the U.S. Financial Advisor, 2006-2010, 2012-2017
  • best practices award InvestmentNews, 2014
  • due diligence/ research manager all-star team award Financial Advisor, 2012, 2013
  • top 150 wealth managers AdvisorOne*, 2011, 2012
  • bloomberg’s top 300 wealth managers in the nation Wealth Manager*, 2003-2008, 2010
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FEATURES

Trusted Advisors to the Press.

With our unique approach to risk reduction, we inform the financial media what they should be thinking about. Check out our media mentions.

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Share Your Story

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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