Altfest Personal Wealth Management

Employees 38 | Firm Type RIA | CEO Lewis J. Altfest | Location New York, NY | Primary Custodian Schwab Advisor Services |

At Altfest Personal Wealth Management, employees have the opportunity to provide regular feedback at one-on-one lunches with senior leaders, as well as engagement studies held twice a year firmwide. The firm covers the medical premiums for its employees and offers a cost-sharing program in which employees receive $4,600 or more per year if they choose to go on a spouse’s medical plan. The firm also supports employees taking leadership roles within volunteer organizations outside of the firm, and hosts monthly of­fice happy hours to promote team building and a positive workplace.