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ALTFEST PERSONAL WEALTH MANAGEMENT: The Trusted Financial Advisor for Your Personal Wealth
Overview
With over 40 years of experience in providing top-notch financial services, ALTFEST PERSONAL WEALTH MANAGEMENT has earned a reputable position in the financial industry. The firm specializes in personalized wealth management and is committed to helping clients achieve their financial goals through comprehensive financial planning and expert investment management.
How Does the Advisor Help Clients – Key Takeaways:
ALTFEST PERSONAL WEALTH MANAGEMENT offers a wide range of services to help clients manage their personal wealth. Some key takeaways include:
- Comprehensive financial planning tailored to individual needs and goals
- Expert investment management and portfolio guidance
- Retirement planning and tax planning strategies
- Risk management and insurance solutions
- Estate planning and asset protection strategies
- Social Security optimization and college planning
Facts and Insights
Founded in 1983, ALTFEST PERSONAL WEALTH MANAGEMENT is a fee-only financial advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm has $1.8 billion in assets under management and is currently serving over 550 clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.8 billion |
|---|---|
| Number of Advisors | 14 |
| Time in Business | Over 40 years |
Financial Services Offered
ALTFEST PERSONAL WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Risk management and insurance solutions
- Estate planning
- Social Security optimization
- College planning
Client Types
ALTFEST PERSONAL WEALTH MANAGEMENT caters to a diverse range of clients including high net worth individuals, families, professionals, business owners, and retirees. The firm’s personalized approach ensures that each client receives tailored financial advice and solutions that meet their unique needs and goals.
Fees & Compensation
As a fee-only financial advisor, ALTFEST PERSONAL WEALTH MANAGEMENT charges a percentage of assets under management as their fees. The firm believes in complete transparency and does not charge any hidden fees or commissions. This structure aligns the interests of the firm with those of their clients, ensuring a conflict-free relationship.
Background
ALTFEST PERSONAL WEALTH MANAGEMENT was founded by Dr. Lewis Altfest, a renowned financial expert and Professor of Economics at New York University, and Karen Altfest, a certified financial planner (CFP). The firm is currently led by Chief Investment Officer, Andrew Altfest, and its team of experienced advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, ALTFEST PERSONAL WEALTH MANAGEMENT is committed to providing full disclosure of any potential conflicts of interest to their clients. The firm prides itself on operating with the utmost integrity and transparency in all aspects of their business.
In conclusion, ALTFEST PERSONAL WEALTH MANAGEMENT is a trusted and experienced financial advisor that can help individuals and families achieve their financial goals and secure their personal wealth. With a client-centered approach, comprehensive services, and years of expertise, the firm is well-equipped to guide clients towards a financially stable and prosperous future.