Altfest Personal Wealth Management

Altfest Personal Wealth Management

金融服务

New York,New York 13,358 位关注者

关于我们

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.

网站
https://www.altfest.com
所属行业
金融服务
规模
11-50 人
总部
New York,New York
类型
私人持股
创立
1983
领域
Investment Management、Retirement Planning、Tax and Estate Advisory、Insurance、Wealth Management和Financial Planning

地点

  • 主要

    445 Park Avenue, 6th Floor

    US,New York,New York,10022

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