Altfest News

Award RecognitionAndrew Altfest Named to “America's Top Next-Gen Wealth Advisors” by Forbes

Award Recognition


  • share
  • tweet
  • share
  • email

Andrew AltfestWe are pleased to announce that Andrew Altfest, CFP® has been named to Forbes’ 2019 list of “America’s Top Next-Generation Wealth Advisors”.

This is Andrew’s third year receiving the recognition, having been selected from nearly 30,000 nominations. The list represents the future of wealth management – Andrew continues to make an impact on the profession through his commitment to clients and introduction of cutting-edge technology.

The Forbes “Next-Gen Wealth Advisors” ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. To learn more about the selection methodology for this recognition, click here.



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.

Get in Touch