How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Lewis

ADVISOR PERSONAL BIO

Altfest Personal Wealth Management strives to be the "Consumer Reports" of wealth management: providing an objective, conflict-free, customized, and comprehensive experience for our clients through value-oriented investment management and proactive financial planning. Our Core Values: Client Centered - We are true fiduciaries. We partner with clients to help them achieve their financial goals, track their progress and live a financially fit life. We evaluate ourselves based on our ability to help our clients be financially successful in the long-term. Moving the Profession Forward - We develop proprietary tools and innovative solutions (importantly including technology) to address timely issues, which keep our firm at the forefront of financial planning and investment management. Open Communication - We are active, attentive listeners, who communicate clearly. Our goal is to understand our clients - respecting situations, lifestyles, and preferences, in terms of financial decisions and more – and having them understand us. Education - We help demystify the financial lives of our clients through proactive communication and frequent meetings including a broad array of educational events. We want to educate our clients so they feel empowered, increase their confidence and knowledge, and sleep well at night as a result. Value-Oriented - We are independent thinkers, committed to due diligence through rigorous reviews of potential investments. We seek value investments that diversify and strengthen portfolios in terms of stocks, bonds, mutual funds, ETFs, private equity, and alternatives. Risk Awareness - We believe that financial success is achieved through diversified portfolios that reflect each client's current situation and risk tolerance. We want the comfort level to be high between our clients and us. Teamwork - We operate with diverse, collaborative wealth management teams, and make decisions that affect client portfolios by utilizing the expertise and knowledge of our credentialed advisors. We have a deep, experienced bench at Altfest.

ADVISOR PROFILE

Services Offered
Trading individual securities
Executive services/Equity compensation
Philanthropic services
Trust & estate planning
Insurance
Financial planning
Retirement planning
My Ideal Client
Retail
High Net Worth
Ultra High Net Worth
My Areas of Expertise
Alternative or Private Investments
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals
Retirement Plan Investment Advice

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Lewis Jay Altfest

Experience: 13 years / 1 firms

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