Clients First

We are true fiduciaries and evaluate ourselves on client results.

 

Respect

We work as a team in a space of mutual respect and value one another as being critical to the success of the firm.

 

Independent Thinking

We think independently and analytically.

 

Open Communication

We listen patiently and speak simply to understand and then be understood.

 

Risk Awareness

We pay as much attention to risk as reward in utilizing our value oriented approach.

 

Continuous Improvement

We are never content with the status quo.

 

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.