Business Details
43 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Altfest Personal Wealth Management has been a pioneer in fee-only fiduciary financial advisory services since 1983. Our team of seasoned professionals brings decades of combined experience, recognized by prestigious accolades from Barron's, Forbes, and Financial Times. We specialize in personalized financial planning and investment management, tailoring solutions to physicians, dentists, women, and other professionals.Our commitment to transparency, objectivity, and client-centric service is reinforced by our AUM-based fee structure, aligning our success with client outcomes. As a Registered Investment Advisor, we uphold the highest fiduciary standards, prioritizing client interests over institutional profits.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Education Funding
Charitable Giving Strategies
Details
- Year established: 1983
Highlights and features
- We operate as a fee-only fiduciary, legally obligated to prioritize client interests
- 40+ years of experience serving specialized client groups with tailored solutions
- Recognized annually by industry leaders like Barron's and Forbes since 2013
- Our AUM-based fee structure aligns our success with client portfolio performance
- Comprehensive internal resources covering investments, tax, estate, and retirement planning
Associations and certifications
- Barron's Top 100 Independent Financial Advisors
- Forbes Best-In-State Wealth Advisors
- Financial Times 300 Top Registered Investment Advisers
What people say
Award-winning service
Personalized strategies
Transparent fees
Specialized expertise
Long-term trust
Services
Financial Planning
Comprehensive financial planning services address retirement readiness, tax optimization, estate strategies, and life goals. Our certified advisors create customized roadmaps considering cash flow, risk management, and long-term objectives. We specialize in serving professionals with complex financial needs.
Investment Management
Active investment management using a value-oriented approach with risk mitigation strategies. Our investment committee constructs diversified portfolios tailored to individual risk profiles and financial goals. We employ proprietary tools for ongoing performance evaluation and market adaptation.
Retirement Planning
Specialized retirement planning services consider tax implications, income sources, and lifestyle goals. We develop phased retirement strategies with scenario analysis for market volatility, healthcare costs, and longevity considerations.
Tax Planning
Integrated tax planning services identify opportunities for tax-efficient investing, charitable giving, and income structuring. Our strategies aim to minimize lifetime tax liability while supporting overall financial objectives.
Estate Planning
Estate planning services coordinate with legal professionals to develop wealth transfer strategies. We address probate avoidance, charitable bequests, and intergenerational wealth preservation through coordinated financial and legal planning.
People
Dr. Lewis Altfest
Chief Executive Officer
CFA, CFP, CPA, and Ph.D. with over 40 years in wealth management. Pioneer of fee-only fiduciary model, inducted into Barron's Hall of Fame, and recipient of Schwab IMPACT Award for industry leadership.
Dr. Karen Altfest
Executive Vice-President
CFP and Ph.D. specializing in women's financial planning. Recipient of InvestmentNews Community Leadership Award and recognized as Forbes Top Women Wealth Advisor multiple times.
Andrew Altfest
President
CFP and MBA with leadership roles in Financial Advisor's 'Young Advisors to Watch'. Named to Forbes Best-In-State Wealth Advisors and AdvisorHub's RIA Highlight list.
John Valentini
Chief Operations Officer
MBA with extensive compliance and operational management experience. Oversees firm operations and regulatory compliance for multi-state advisory services.
Ekta Patel
Head of Client Advisor Services
CFP and MBA leading client advisory team. Specializes in comprehensive financial planning with focus on tax-efficient strategies and retirement income planning.
Questions
What does 'fee-only fiduciary' mean for clients?
We receive no commissions or third-party payments, legally obligated to act in your best interest at all times.
What client specialties do you offer?
We specialize in financial planning for physicians, dentists, women, and other professionals with tailored solutions.
How do you determine investment strategies?
Custom strategies based on your risk tolerance, time horizon, and financial goals using our proprietary Total Portfolio Management tool.
What credentials do your advisors hold?
Our team includes CFA, CFP, CPA, and Ph.D. professionals with decades of combined experience and industry recognition.
How are your fees structured?
Assets Under Management (AUM) model ensures our success aligns with client portfolio performance, with full transparency.
