Richard S.
11/23/2015
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...
Altfest
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(8)
445 Park Ave Fl 6
New York, NY 10022
Altfest Personal Wealth Management, located in New York City and Miami, offers personalized financial planning and investment management services tailored to the unique needs of each client. With over four decades of experience and a fee-only fiduciary model, their team is committed to providing an objective approach to wealth management while prioritizing trust and understanding in client relationships.
Recognized as one of America's top wealth advisors by reputable publications, Altfest caters to a diverse clientele, including professionals from various fields such as medicine and business. The firm emphasizes a client-centric philosophy, where successful solutions start by asking the right questions to truly meet individual financial goals.
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Reviews
3.58 reviews
Aaron B.
7/31/2025
Also was pressured to buy OST stock with a "guarantee" of through the roof projections. Horrible company, daily pressures to buy more stock. After I lost 2900 dollars Tara was a ghost. She should...
William R.
6/27/2025
Just got scammed by Tarra,one of altfests investment team,bought a load of OST shares cost £15000,boy was i taken in by her lies,there's no fool like an old fool,be warned folks,stay clear,or...
Franklin R.
1/13/2019
Since 2013, my girlfriend and I have been clients of Altfest Personal Wealth Management. Although our combined accounts are smaller than those of Altfest's average clients, we have been well taken...
Zealous C.
1/16/2013
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...
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