Overview:Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With over three decades of experience, including recognition by Barron’s, Forbes, Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions.
Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to only receiving fees from clients not from product sales, which can lead to conflicts of interest.
We listen, think independently, advise and take action. Named by InvestmentNews as a Best Place to Work in 2019 for Financial Advisers, Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.
At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multigenerational families, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments and more.