Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions.   

Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory.   

At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more.

Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.


Investment Management

Altfest Personal Wealth Management

Lewis J. Altfest

Angely Duran

Marina Baldassano

Andrew Laskaris Cfa, Cfp®

Shakib Chawdhury

Lewis J. Altfest Ph.d., Cfp®, Cfa, Cpa, Pfs

The Client Services Team at Altfest Personal Wealth Management ensures a seamless and exceptional experience for all clients by providing support and coordination across various service areas such as Investment Management, Retirement Planning, and Insurance and Tax & Estate Advisory. The team is responsible for client communication, administrative support, and implementing client-facing initiatives to meet and exceed the clients' financial well-being goals. They work diligently to anticipate needs and respond effectively, enhancing client satisfaction and maintaining the firm’s reputation for exceptional service.

Client Services Team

Financial Planning and Investment Team

Client Services Team

About

Team members

Other teams at Altfest Personal Wealth Management

Financial Planning and Investment Team