Shape the financial future you want

Personalized guidance for physicians that goes beyond investments.

MSSNY

The Medical Society of the State of New York selected Altfest as the exclusive preferred wealth management provider for its members.

The healthcare system is under stress - but you don't have to be.

The unique occupational challenges facing doctors today can be staggering. Our service is tailor-made to promote financial wellness and peace of mind, both in and outside your hospital or practice.

Your financial plan should be crafted with your real life in mind. Our primary goal is getting to know you and your family first before tailoring a comprehensive financial plan to fit your needs.

You deserve the best advice from the most qualified resources.

Our specialized advisory team offers expertise in key financial planning and investment services for physicians, all under one roof, including:

  • Creditor & Asset Protection
  • Tax Planning
  • Liability Protection
  • Succession Planning
  • Investments
  • Retirement Planning
  • Real Estate
  • Student Debt Management
  • Cash Flow & Goal Planning

Invest in your future.

Using our proprietary Total Portfolio Management® tool, Altfest’s investment committee uses your time horizon, spending, and risk tolerance to design a tailored strategy that aligns with your goals.

Founded by a family with a vision for better wealth management.

As a pioneer in fee-only financial planning, Altfest has offered tailored, transparent and objective service since 1983. We don’t sell insurance or financial products, and as fiduciaries, we are committed to putting our clients' best interests first – always.

For over 35 years, physicians have trusted Altfest to grow and protect their wealth. Our continued recognition for excellence in our field is an ongoing reminder of the power of putting clients first.

  • TOP 1,200 FINANCIAL ADVISORS IN THE COUNTRY
    Barron's, 2014, 2015, 2016, 2017, 2018, 2019
  • TOP 100 INDEPENDENT FINANCIAL ADVISORS IN THE NATION
    Barron’s, 2013, 2014, 2015, 2016, 2017, 2018
  • BEST-IN-STATE WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP WOMEN WEALTH ADVISORS
    Forbes, 2018, 2019
  • TOP RATED ADVISORS IN NEW YORK, NY
    AdvisoryHQ, 2016, 2017, 2018, 2019
  • 200 LEADING REGISTERED INVESTMENT ADVISORS IN THE U.S.
    Financial Advisor, 2006-2010, 2012-2018
DISCLOSURE:

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.

AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate.

Barron’s America’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 evaluat¬ing advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate.

Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are 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 themselves. There is no fee to participate.

The Financial Advisor ranking of leading Registered Investment Advisors in the US looks at year end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.