Women are increasingly the primary breadwinners and financial decision makers in many American households. That increased responsibility motivates women to make smart decisions- both for themselves and for their loved ones. At Altfest, we believe financial advice should meet that mindset with real partnership.

That means taking the time to understand where you are today, what matters most to you, and what you want your financial life to look like in the years ahead. From there, we provide holistic guidance designed to help you feel more confident, more informed, and more in control.

Many women face financial challenges that are deeply personal and often complex. You may be balancing a demanding career with family responsibilities. You may be caring for children while also helping aging parents. You may be navigating major financial decisions while also carrying the emotional weight that often comes with them; especially if making these decisions on your own.

You may also be dealing with situations such as:
Managing the tax impact from selling assets/investments.
Inheriting assets and deciding how to steward them wisely.
Going through a divorce and needing a clear path forward.
Starting, growing, or selling a business.
Planning to leave assets to others.

These are not small matters, and they should not be addressed with one-size-fits-all advice. We work to understand your full picture so we can help you make decisions with clarity and confidence.

Financial Empowerment Starts with Being Heard

We want every woman we work with to feel comfortable asking questions, speaking up, and taking an interest in planning her future. That means creating an environment where no question feels too basic and no concern feels too small. It means sharing your concerns. It means building confidence over time so that financial decisions feel less intimidating and more empowering.

Our goal is not just to give advice. Our goal is to help you become an active, informed participant in your own financial life. Financial empowerment is about having confidence, clarity, and the freedom to make decisions with purpose.

At Altfest, we strive to combine our expertise with a personal, supportive approach. We start by listening. We learn about your goals, priorities, and concerns. Then we help you move forward with advice tailored to your life and your vision for the future.

Strength in Community

Our baseline investment philosophy is one of limiting risk in client portfolios through diversification while capturing upside with carefully researched value opportunities.

Of course, we at Altfest understand that everyone has their own unique, and often, complicated relationship with money. We take great care to ensure that your financial plan and the investments we select for your portfolio are aligned with both your financial goals AND with you personally. Every portfolio we manage is unique; just like the clients they support.

Since our inception in 1983 we have believed in a clear, transparent, and fair fee structure. We have always operated as fiduciaries, which means that we do not work on commission, and we do not sell financial products. Our firm’s responsibility is to ALWAYS place our clients’ needs before our own. This ensures that the financial advice we provide is honest and free from any potential conflicts of interest.