Altfest Personal Wealth Management

Altfest Personal Wealth Management is a financial planner in Miami, FL. The firm provides comprehensive wealth management and financial planning services, operating as a fee-only fiduciary advisor. Since 1983, the firm has refused to sell financial products or earn commissions, eliminating bias and conflict of interest to ensure client interests remain the priority. The team offers personalized guidance covering retirement, taxes, asset protection, wealth transfer, charitable gifting, budgeting, cash flow, and education savings. This approach is particularly tailored for physicians, dentists, women, psychologists, widows and widowers, emerging professionals, business owners, executives, and pre-retirees.

The firm’s advisors bring over four decades of experience to their work, having guided client portfolios through various market conditions. Team members have received numerous industry recognitions and frequently contribute expertise to publications including Barron’s, MarketWatch, Kiplinger, The Wall Street Journal, Investor’s Business Daily, and Bloomberg. Altfest was named to the Top 100 Independent Wealth Advisors list from 2013 through 2024. When building a financial plan, the team analyzes retirement timelines, life goals, and risk tolerance. They then stress test the plan against hundreds of scenarios, factoring in variables such as loss of income, inflation, medical expenses, taxes, and investment returns. Advisors can model these changes live with clients to visualize outcomes and adjust strategies in real time. The firm maintains offices in New York, NY, and Miami, FL, serving clients across the United States.

The Miami office is located at 1395 Brickell Avenue, Suite 640. Altfest Personal Wealth Management holds a 5.00 rating based on customer reviews. Its long-standing commitment to the fee-only fiduciary model and its extensive experience in complex financial planning establish it as a specialized resource for individuals seeking objective investment management and strategic financial guidance in the Miami area.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Investment Management
• Retirement Planning
• Tax Planning