L.J. Altfest

Altfest Personal Wealth Management is an independent financial planning and investment advisory firm based in New York City. Altfest believes that every financial situation is unique, and therefore takes a client-centered, individualized approach to planning. The firm is a pioneer in the world of fee-only wealth management, maintaining a conflict-free process by refusing to sell products or charge a commission. Recognized by national publications such as Barron's, Financial Times, and Forbes to be among the top financial advisors in the nation, Altfest works hard to earn and reward the trust of its clients, and takes pride in the strong and lasting relationships it has with clients and their families. The firm offers a diversified portfolio of select individual stocks, mutual funds, bonds and private investments, custom tailored to individual needs, objectives, and concerns, and managed by a talented team led by Chief Investment Officer Lewis J. Altfest. Altfest is a Registered Investment Advisor (RIA).