Wealth Matters for Physicians

ArticleThe Westchester County Medical Society Selects Altfest as the Preferred Wealth Management Firm For Its Members



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Westchester County Medical Society (WCMS) is pleased to announce it has selected Altfest Personal Wealth Management as the preferred wealth management provider for its members.

Since 1797, the WCMS has dedicated itself to “improvements in the healing arts as well as the general good of mankind.” The Society, among other things, is committed to the advancement of medical science in Westchester County and the improvement of the quality of medical service among the practitioners and hospitals of the County. Moreover, WCMS is focused on the promotion and protection of the rightful and desirable interests of the profession in the County.

“Our relationship with Altfest demonstrates further WCMS’ commitment to deliver value to its members throughout their professional lifecycle and beyond,” said WCMS’ president, Dr. Jeffrey Jacobson. “Our partnership with Altfest enables members to receive custom-tailored financial planning and investment management education as well as complimentary consultations. As the professional and personal demands on our members increase, we find it important to provide needed support and services to promote their education, resilience, and well-being. Our relationship with Altfest underscores this commitment to our members.”

Andrew Altfest, CFP®, President of Altfest Personal Wealth Management, said, “We are honored to have been selected by the Westchester County Medical Society. Since its founding in 1983, Altfest has served the distinct financial planning and investment management needs of physicians. As WCMS’ partner, we will offer members timely, helpful, and usable financial planning information through a variety of means, including webinars and email communications. We encourage members to take advantage of our educational content, which includes topics such as investments, tax planning, estate planning, creditor and asset protection, and student debt management, as well as our complimentary consultations.” “Given our many years of service to doctors,” Altfest continued, “we well understand the crucial part financial planning education plays in promoting their personal wellness. Altfest is gratified to have been chosen for this important role.”

To learn more about the Westchester County Medical Society, including its benefits for physicians in Westchester County, please visit www.wcms.org. To learn more about Altfest, including its educational webinars, other informative content, and complimentary consultations for physicians, please visit www.altfest.com/physicians or contact Jesse Frehling at jfrehling@altfest.com.



Altfest does not provide tax, legal, or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions. Registration does not imply a certain level of skill or training. For its sponsorship of this program, The Westchester County Medical Society receives nominal financial support from Altfest Personal Wealth Management to help underwrite association programs. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.



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