Altfest Personal Wealth Management is a boutique, fee-only financial advisory firm based in New York City, specializing in comprehensive wealth management tailored to individual and family needs. Founded in 1983, Altfest offers fiduciary financial planning and investment management services, emphasizing objectivity, transparency, and a personalized approach. The firm is widely recognized for its expertise in serving physicians, dentists, and other professionals, offering guidance that addresses their unique financial complexities.

Altfest takes an integrated approach to financial planning by combining investment management with services such as tax planning, retirement planning, insurance analysis, and estate planning. The firm operates with a strong commitment to acting in clients’ best interests, ensuring no commissions or product sales ever influence their recommendations. In addition to serving high-net-worth individuals, Altfest is known for its academic roots—co-founder Dr. Lewis Altfest is a prominent figure in the financial planning field and frequently contributes to industry research and education.

Their dedication to client education and involvement with profession-shaping organizations like the National Association of Personal Financial Advisors (NAPFA) underscore Altfest’s leadership in fee-only financial planning. Visit https://www.altfest.com/ for more information.

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement planning
– Tax planning and strategy
– Insurance and risk management analysis
– Estate and legacy planning
– Specialist financial planning for physicians and dentists
– Cash flow and budgeting strategies