Lew Altfest Recognized on Barron's 2024 List of TOP 100 Independent Advisors
Since founding Altfest Personal Wealth Management in 1983, Lew has worked tirelessly to support clients with their investment management and financial planning needs.
His dedication to clients is deeply woven into the fabric of the firm and is evidenced by his 12th consecutive year receiving this recognition!
A Legacy of Excellence
For more than 40 years Lew has led by example and built a legacy of fiduciary excellence that is shared by every member of his award-winning firm. By putting the best interests of the client front and center in every aspect of the firm, Altfest has created an environment that excels at supporting clients and team members alike.
To find out how we can help you to achieve your financial goals, give us a call at (212) 406-0850 or click on the link below!
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Barron’s America’s Top 100 Independent Wealth Advisors is based on AUM , 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. There is no fee to participate.
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.
Altfest Personal Wealth Management
Altfest has, from its founding in 1983, always been fee-only and a fiduciary. Altfest does diligent research in an effort to ensure every investment choice for each client is correct for that client in terms of cost, risk and prospects for future performance.