Founded in 1983 by Lewis J. Altfest, Altfest Personal Wealth Management is an independent wealth management firm based in New York City. As a fee-only Registered Investment Advisor (RIA), the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Altfest provides a holistic approach to financial well-being, integrating services such as investment management, retirement planning, tax planning, insurance analysis, and estate planning to help clients achieve their long-term financial goals. The firm is known for its research-driven investment philosophy and its commitment to client education.

Founded in

United States