Altfest Personal Wealth Management / Financial Advisor in New York City, New York

At Altfest Personal Wealth Management, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

Pioneers in the world of fee-only wealth management –- no commissions, no products to sell; therefore no conflicts of interest -- Altfest has worked hard to earn and reward the trust of our clients. Beyond the personal fulfillment of having a respected and successful practice, are the strong and lasting relationships with our family of clients.

Specialties

401K Consulting 403B Plans Asset Protection Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds CPA Divorce Planning Estate Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements MBA Mutual Funds NAPFA Member Professional Wealth Management Retirement Planning Socially Responsible Investments Stocks Wealth Management Women's Issues