Firm Communications
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award-recognitionMarch 19, 2020Lew Altfest Ranks in Top 50 on Barron’s Top 1,200 Financial Advisors
We're proud to announce that Lew Altfest Ph.D., CFP®, CFA, CPA, PFS again has ranked high on Barron's Top 1,200 Financial Advisors in the country. This is Lew's seventh time on Barron's largest and most comprehensive list of advisors based…
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articleFebruary 27, 2020Andrew Altfest Launches New AI-Driven Software to Better Serve Clients
We are excited to share that Andrew Altfest, CFP®, MBA has launched FP Alpha, an AI-powered technology solution for financial advisors, by financial advisors, to help take client service to the next level. FP Alpha is the first comprehensive wealth…
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in-the-newsFebruary 14, 2020Financial Planning quotes from Andrew Altfest’s Panel on Emerging Technology for RIAs
In, “Spending that counts: Getting your RIA tech budget right,” Financial Planning quotes Andrew Altfest, CFP®, MBA from his panel on emerging technology for RIA firms at the Investments & Wealth Institute Conference in New York on February 13th. Click…
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articleFebruary 11, 2020
New Complimentary Tax Benefit for NYSDA Members
As the preferred wealth manager for New York State Dental Association (NYSDA) members since 2010, Altfest Personal Wealth Management is pleased to offer a new member benefit - a Complimentary Tax Checkup. Why NYSDA Decided to Introduce This New…
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in-the-newsFebruary 5, 2020
Karen Altfest Answers the Financial Questions of an Aging Generation in The Care of the Older Person
Recently, Dr. Karen C. Altfest, CFP®, Ph.D. authored the only chapter on financial guidance for seniors for the newly released third edition of The Care of the Older Person. Broadly, the book provides crucial information for those who care and provide…
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award-recognitionJanuary 31, 2020
Forbes ranks Karen Altfest in Top 30 “Best-In-State Wealth Advisors” for 2020
Altfest is excited to announce that Karen C. Altfest, CFP®, Ph.D. has been named to the top 30 of “Best-In-State Wealth Advisors” by Forbes. With over thirty years of experience, Karen has made her mark in financial services by dedicating…
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award-recognitionJanuary 31, 2020
Andrew Altfest named to 2020 “Best-In-State Wealth Advisors” by Forbes
Altfest is proud to announce that Andrew Altfest, CFP®, MBA has been named to Forbes 2020 “Best-In-State Wealth Advisor” rankings. Recognized again as one of the nation’s top financial advisors, Andrew’s selection comes as a result of his client service…
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articleJanuary 31, 2020
InvestmentNews quotes Steve Novack on The SECURE Act
In, “Secure Act’s big impact on affluent clients,” Steve Novack, CPA, CFP®, MBA discusses how the recently passed Setting Every Community Up for Retirement Enhancement (SECURE) Act is changing the rules around retirement savings, and the strategic opportunities advisors can…
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articleJanuary 31, 2020
4 Key Strategies for Protecting Your Personal Assets
You may be under the impression that your personal assets are safe if you’re sued by a patient because the lawsuit is work-related, but that may not always be the case. Highlighted below are some recommended steps you can take…
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