Altfest Personal Wealth Management
At Altfest Personal Wealth Management, we want to help you meet your goals.
Our Altfest professionals 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 become a hallmark at our firm.
Since 1983 clients in the New York metropolitan area and beyond have retained Altfest to manage their portfolios with expert care and provide advanced financial planning and guidance. We often assist dentists, medical professionals, and affluent professionals, as well as life partners, divorced and widowed women and people who are seeking guidance as they approach retirement.
Through the development of a proprietary approach to wealth management, TPM™ (Total Portfolio Management), we can analyze even the smallest details of our client portfolios. As an extension of traditional portfolio theory, TPM™ allows Altfest Personal Wealth Management to optimize the performance of client portfolios by looking beyond just stocks and bonds to integrate all assets and liabilities, not just financial ones, in the financial planning and investment decision making process.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.