Altfest Personal Wealth Management
Altfest Personal Wealth Management
445 Park Avenue, 6th Floor
New York, NY 10022
445 Park Avenue, 6th Floor
New York, NY 10022
Toll Free Number: (888) 525-8337
Phone Number: (212) 406-0850
Fax Number: (212) 406-0867
Web Address: www.altfest.com
Phone Number: (212) 406-0850
Fax Number: (212) 406-0867
Web Address: www.altfest.com
Categories: Financial Advisors, Financial Planners Certified, Financial Planning Consultants, Investment Management, Retirement Planning Services
Pioneer in fee-only services that replace commissions with putting the client’s best interest first.
As one of the oldest fee-only financial planning and investment management firms in New York, Altfest Personal Wealth Management. strives to meet the many needs of its diverse client base. Established in 1983, our professionals specialize in comprehensive wealth management solutions.
We take a value-oriented view, strive to reduce risk and use independent ideas to seek portfolio growth. The award-winning investment committee, led by founder Lew Altfest, shapes and manages your assets in several distinctive ways.
Altfest Personal Wealth Management assists affluent professionals, dentists and other medical professionals, and business people as well as divorced and widowed women and those who are seeking guidance as they approach retirement. Our thorough approach to wealth management allows us to maintain a value-oriented model that provides clients with a clearly defined outlook towards 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. This exclusive system allows our clients to retire with less risk and higher investment returns. 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. This approach allows for a more proper determination of client risk.
Keywords: Investment Management, Wealth Management, Financial Planning, Fee-Only, New York, Retirement Planning
As one of the oldest fee-only financial planning and investment management firms in New York, Altfest Personal Wealth Management. strives to meet the many needs of its diverse client base. Established in 1983, our professionals specialize in comprehensive wealth management solutions.
We take a value-oriented view, strive to reduce risk and use independent ideas to seek portfolio growth. The award-winning investment committee, led by founder Lew Altfest, shapes and manages your assets in several distinctive ways.
Altfest Personal Wealth Management assists affluent professionals, dentists and other medical professionals, and business people as well as divorced and widowed women and those who are seeking guidance as they approach retirement. Our thorough approach to wealth management allows us to maintain a value-oriented model that provides clients with a clearly defined outlook towards 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. This exclusive system allows our clients to retire with less risk and higher investment returns. 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. This approach allows for a more proper determination of client risk.
Keywords: Investment Management, Wealth Management, Financial Planning, Fee-Only, New York, Retirement Planning
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