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 Financial Planning and Investment Team at Altfest Personal Wealth Management develops and implements tailored financial strategies to meet clients' diverse needs. This team comprises experts in financial planning, investment strategy, portfolio management, and estate planning, who collaborate to provide comprehensive and objective advice. They focus on guiding clients' portfolios through varying market conditions, optimizing investment outcomes while addressing retirement, insurance, tax, and estate considerations.

Financial Planning and Investment Team

Client Services Team

Financial Planning and Investment Team

About

Team members

Other teams at Altfest Personal Wealth Management

Client Services Team