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Altfest Personal Wealth Management Company Information

  • City : New York City
  • State : New York
  • Postal Code : 10022
  • Country : US

Profile

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest. The firm is dedicated to putting clients' interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients. The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.

Recent Altfest Personal Wealth Management jobs

  1. Sr. Financial Advisor

    11.22.17 New York City, NY
    Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Sr. Fin...
  2. Financial Advisor

    11.22.17 New York City, NY
    Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Financi...
  3. Financial Planning Associate

    11.22.17 New York City, NY
    Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a highly capable, hardworking Financi...

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