With over three decades of experience, including recognition by Barron's, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through myriad market conditions. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk.
In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Advisors who are considered have a minimum experience of seven years.
In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Advisors who are considered have a minimum experience of seven years.
Reviews (5)
Bryan Symons
Sep 16, 2018
Report
Barbara Krasnoff
Nov 05, 2016
Report
Aj V.
Aug 23, 2016
Report
In the more than ten years that my family and I have known the professionals at Altfest Personal Wealth Management, we have always been impressed by their depth of knowledge and client-first approach. Their educational seminars have provided me with a deeper understanding of my financial planning needs and have helped me find my investing comfort zone. I consider myself lucky to know Karen and Lewis Altfest and to be able to seek advice from their impressive staff. I am comfortable to say that I can place my utmost trust in their well researched approach to investing.
Richard S.
Nov 23, 2015
Report
I've worked with Lew and Karen for the past 20 years. They are recognized industry leaders who are as well respected as anyone in our industry. Besides being extremely smart they are very personable with a focus on how to help the clients. Their office is recognized year in and year out as being one of the best in the country. As someone who works with advisors throughout the country and has a very visible firm, I highly recommend L.J. Altfest for their advice, integrity, and ability to translate complicated financial planning/investments into an understandable plan of action.
Zealous C.
Jan 16, 2013
Report
BAD FINANCIAL PLANNING, DETROYED PORTFOLIO, UNSUITABLE INVESTMENTS, UNPROFESSIONAL CONDUCT
1. Destroyed portfolio with over 1/3 value lost
2. Ignore client
3. Main owner, Lew, lost temper when question as to why did he things the way he did them. That is Lew.(I don't know what a PHD in Finance from City College gets ya but not an ego that big) He does not like being questions about his decisions.
If you go with this outfit, do NOT, sign over full decision making rights to this financial firm.
4. Unsuitable investments and risk for a retirement person age
5. Promises of retirement planning
1. Destroyed portfolio with over 1/3 value lost
2. Ignore client
3. Main owner, Lew, lost temper when question as to why did he things the way he did them. That is Lew.(I don't know what a PHD in Finance from City College gets ya but not an ego that big) He does not like being questions about his decisions.
If you go with this outfit, do NOT, sign over full decision making rights to this financial firm.
4. Unsuitable investments and risk for a retirement person age
5. Promises of retirement planning
