FINANCIAL GUIDANCE FOR SOUTH FLORIDA

Build a future
as distinctive as
the life you’ve created.

Thoughtful financial planning and investment management for South Florida residents who want clarity, coordination and confidence.

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01Fee-Only Advice
02Fiduciary Guidance
03Planning + Investing

A MORE CONNECTED APPROACH

Your financial life is more than a collection of accounts.

South Florida offers extraordinary possibilities, along with financial decisions that rarely fit neatly into a template.

Altfest brings your investments, taxes, cash flow, estate strategy and long-term goals together in one coordinated plan. The result is a clearer view of where you stand, what matters most and what to do next.

COMPREHENSIVE ADVICE

Guidance for every dimension of your wealth.

We look beyond isolated products and decisions to help your entire financial life work together.

01

Investment Management

A disciplined portfolio designed around your goals, time horizon, tax picture and comfort with risk.

02

Tax-Aware Planning

Forward-looking strategies that consider income, investments, charitable giving and life in Florida.

03

Retirement & Cash Flow

A practical plan for turning your resources into a sustainable lifestyle through every stage of retirement.

04

Estate & Legacy

Thoughtful coordination to support the people, organizations and priorities that matter most to you.

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ROOTED IN MIAMI

Local perspective.
National resources.

From our Brickell office, our Miami advisors provide personal guidance backed by the depth of an independent wealth management firm serving families for more than 40 years.

Whether you are building wealth, preparing for retirement, navigating a major transition or shaping your legacy, we help turn complexity into a deliberate path forward.

Meet your Miami team

SOUTH FLORIDA PERSPECTIVE

Financial decisions shaped by where you live.

FEATURED INSIGHT5 Financial Planning Mistakes that Florida Residents MakeESTATE PLANNINGCreating an Effective Estate Plan Without the “Silver Spoon”

COMPLIMENTARY CONSULTATION

Let’s talk about what you want your wealth to make possible.

Tell us a little about yourself. A member of our Miami team will follow up to arrange a private, no-obligation conversation.

Fee-only financial advisors • Fiduciary advice

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Altfest Personal Wealth Management

Financial planning and investment management for South Florida residents.

305-714-3012

1395 Brickell Avenue, Suite 640 | Miami, FL 33131445 Park Avenue, 6th Floor | New York, NY 10022

L.J. Altfest & Co., Inc. (“Altfest”) is a registered investment adviser offering advisory services in the States of NY, NJ, CT, AZ, CA, FL, IL, LA, MD, MA, NH, TX, VT, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Altfest in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Altfest, 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.