Financial Advisors
New York, NY
Altfest Personal Wealth Management is an independent financial advisory firm located on Park Avenue in Manhattan, specializing in comprehensive wealth management and financial planning for high-net-worth individuals and families. The firm provides personalized investment management, retirement planning, and financial strategy services tailored to each client's unique goals and circumstances. With a focus on fiduciary principles and client-first service, Altfest helps clients build and preserve wealth through disciplined, evidence-based investment approaches.
Ideal for: High-net-worth individuals, families with complex financial situations, retirees seeking comprehensive wealth management, business owners planning succession
Service area: Manhattan and surrounding New York metropolitan area
Independent and Fiduciary: Operates as an independent advisor with no affiliated brokerage, ensuring all advice is delivered under fiduciary standard—meaning recommendations are required to be in the client's best interest.
High-Net-Worth Focus: Specializes in comprehensive wealth management for affluent individuals and families, addressing complex financial situations including tax optimization, estate planning coordination, and multi-generational wealth strategies.
Evidence-Based Approach: Uses disciplined, research-driven investment methodology focused on long-term wealth building rather than market timing or speculative trading.
Address: 445 Park Ave 6th floor, New York, NY 10022
Phone: (212) 406-0850
Website: altfest.com
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