The Financially
Savvy Woman®

Personalized guidance for women that goes beyond investments.

“My focus on women is why I come to work every day.”

We empower women to make their own financial choices.

Altfest has decades of experience providing women with personalized financial planning and guidance in an empowering, safe space.

Get more out of your wealth.

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

  • Retirement Planning
  • Investments
  • Carrying on After Loss
  • Liability Protection
  • Tax Planning
  • Cash Flow & Goal Planning
  • Estate Planning
  • Student Debt Management
  • Real Estate Investments
Knowledge is power.

AAltfest is honored to conduct educational events for women on tipics impacting them at each life stage including:

  • - The Women's Financial Salon®
  • - The Women's Financial $pa®
  • - Loss of a Loved One
  • - New York City Outings

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, women 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 100 Independent Financial Advisors in the Nation
    Barron’s, 2013, 2014, 2015, 2016, 2017, 2018, 2019
  • Top 1,200 Financial Advisors in the Country
    Barron's, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  • Top Women Wealth Advisors
    Forbes, 2017, 2018, 2019, 2020
  • Best-In-State Wealth Advisors
    Forbes, 2018, 2019, 2020
  • Young Advisors to Watch
    Financial Advisor, 2020
  • Leading Registered Investment Advisors
    Financial Advisor, 2012-2020
  • Best Places to Work for Financial Advisors
    InvestmentNews, 2019, 2020
  • Top Rated Advisors in New York, NY
    AdvisoryHQ, 2016, 2017, 2018, 2019, 2020
  • America’s Top Next-Generation Wealth Advisors
    Forbes, 2017, 2018, 2019, 2020
  • Notable Women in Finance
    Crain’s, 2018, 2019