Altfest Personal Wealth Management

04/25/2022

11/12/2021

We look forward to seeing you there!

06/15/2021

We are excited to announce that our CEO, Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS has once again been named to Barron’s list of America’s Top 1,200 Financial Advisors. We are very proud of Lew and our team at Altfest Personal Wealth Management for this accomplishment. We want to thank the individuals and families who have entrusted us to help manage and improve their financial well-being. We are inspired by you, our clients, to continuously improve upon our mission to provide quality comprehensive, objective, financial advice.
https://www.altfest.com/lewis-altfest-top-advisor-barrons-2021/

02/24/2021

We are proud to announce that Andrew Altfest, CFP® has been named a “Best-In-State Wealth Advisor” by Forbes: https://www.altfest.com/andrew-altfest-named-to-2021-best-in-state-wealth-advisors-by-forbes/

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02/24/2021

We are proud to announce that Dr. Karen C. Altfest, Ph.D., CFP® has been named to the top 20 of “Best-In-State Wealth Advisors” by Forbes: https://www.altfest.com/forbes-ranks-karen-altfest-in-top-20-best-in-state-wealth-advisors-for-2021/

02/09/2021

In their latest blog post, Altfest Director and Advisor Ekta Patel, CFP® and Senior Financial Advisor Ryan Graham, CFA, CFP® discuss the new round of PPP loans for small businesses, sole proprietors and independent contractors and how you may qualify.

Read the full blog post here: http://bit.ly/3jyKjyc

12/23/2020

Altfest Senior Financial Advisor, Ryan Graham, shares his tips for starting fresh with your in 2021 –

A new year is fast-approaching. Now’s the time to hatch a plan to get your finances back on track.

12/17/2020

We are proud to announce that Dr. Karen C. Altfest has been named to Crain’s New York Business 2020 Notable Women in Financial Advice: https://www.altfest.com/karen-altfest-named-to-crains-new-york-business-2020-notable-women-in-financial-advice/

11/05/2020

Altfest will be presenting "Tax Reduction Strategies for Orthopaedic Surgeons" at the New York State Society of Orthopaedic Surgeons' (NYSSOS) 2020 Virtual Annual Meeting and Symposium. Register here: https://nyssos.org/2020-annual-meeting

10/30/2020

In a post-COVID world, advisors are being forced to rethink their approach to client acquisition. Learn how Andrew Altfest and others are adapting their lead gen efforts in a new normal: https://www.investmentnews.com/when-the-going-gets-tough-the-tough-get-going-198069

How Advisers Are Prospecting in the New Normal

10/16/2020

In a Wall Street Journal article titled, “Thinking of Quitting Your Job? Here’s What Working Mothers Should Know,” Karen shares insight on what working parents should consider before making the often-challenging decision to leave their jobs. https://www.wsj.com/articles/thinking-of-quitting-your-job-heres-what-working-mothers-should-know-11602356400?mod=markets_major_pos4

As the pandemic has some women leaving the workforce to assume full-time childcare duties, experts warn of long-term financial impact.

10/16/2020

Andrew Altfest discusses how embracing digital marketing has led to the best prospecting year ever in Barron's. https://www.barrons.com/articles/financial-advisors-create-new-marketing-plans-for-covid-period-51601506449?mod=article_signInButton

Here’s how to pivot to keep growing when client meetings are mostly virtual.