Altfest Personal Wealth Management

Altfest Personal Wealth Management is a fee-only financial advisory firm based in New York City. Founded in 1983 by Dr. Lewis J. Altfest, a pioneer in the financial planning profession, the firm specializes in providing comprehensive wealth management services tailored to individuals, families, and institutions.

Altfest Personal Wealth Management offers a range of personalized financial services, including:

• Investment Management: Tailored investment strategies designed to align with clients’ goals, risk tolerance, and values.
• Financial Planning: Comprehensive planning for retirement, education, taxes, insurance, and estate strategies.
• Tax Planning: Integrated tax strategies to minimize liabilities and optimize financial outcomes.
• Estate Planning: Assistance with legacy planning, charitable giving, and asset preservation for future generations.
• Retirement Planning: Helping clients achieve financial independence and a comfortable retirement lifestyle.

See also:

• RIA Edge 100: Altfest Personal Wealth Management (wealthmanagement.com)