Altfest Personal Wealth Management is proud to announce that we have been selected by the Medical Society of the State of New York (MSSNY) as a Business Solutions Partner for MSSNY members.  We are fee-only fiduciaries with over 40 years of experience guiding physicians and their families towards the financial future they desire.

This year has been especially challenging for many physicians given the market fluctuations and uneasy economic conditions taking place.  Additionally, with the passing of the “One Big Beautiful Bill Act” there will be significant tax planning challenges ahead.  Our team is dedicated to our clients and thoughtfully crafts financial and investment plans that serve each client’s individual life goals, retirement timeline preferences, and investing risk tolerance.

We support physician clients at every step of their journey by providing comprehensive planning services for all areas of their financial lives including portfolio growth and income strategies, tax reduction planning, practice sale planning, risk management solutions, retirement income strategies, and estate planning.

If you have any questions about building a tax-efficient retirement plan and/or investment portfolio, we encourage you to reach out and schedule a complimentary consultation with us.

Let’s work together to ensure you’re on the right path to financial security.

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.