Altfest Personal Wealth Management
Joined February 2010
- Tweets 15
- Following 1
- Followers 17
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4 Photos and videos
31 Dec 2023
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23 Nov 2023
🍂✨Thanksgiving Wishes from Altfest
We are thankful for your support and wish you a day filled with joy and good company.
#Thanksgiving2023
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26 Jul 2023
🔑 Karen Caplan Altfest: Should You Advise Your Clients to be Executors?
In the latest article featured in @rethinking65, Karen shares valuable advice on being an executor and the responsibilities it entails.
📖Learn more: rethinking65.com/2023/07/19/… #Estate #FinancialAdvice
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19 Jul 2023
Karen Altfest: Empowering Women's Finances!🌟In her recent appearance on "The Way Forward" podcast in @barronsadvisor, Karen Altfest shares insights on women's #financial empowerment. Read the article and listen to the podcast here: barrons.com/advisor/articles… #WomenInFinance
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6 Jul 2023
📰Discover the journey behind our 40-year success in building a fee-only practice! Dive into the profile of our CEO Lewis Altfest and EVP Karen Altfest by @NAPFA Advisor. Learn how our client-focused approach sets us apart. naylornetwork.com/napf-nwl/a… #AltfestDifference #Financial
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8 Jun 2023
Most of all we thank Lewis Altfest, Karen Altfest and @AAltfest , who have made all this possible, and of course to the rest of the amazing team at Altfest and @TavernGreenNYC .
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8 Jun 2023
Cheers to 40 years of trust, prosperity, and enduring relationships! Here's to the next 40!
#Altfest40thAnniversary #WealthManagement #TrustedAdvisor
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