Altfest Personal Wealth Management
A MSSNY Member Benefit
Financial Planning & Wealth Management for Physicians
MSSNY members have access to financial planning and wealth management resources through Altfest Personal Wealth Management, a fee-only fiduciary advisory firm with experience serving physicians and their families.
As a physician, your financial priorities evolve throughout your career. Whether you are managing student debt, increasing income, planning around family needs, navigating practice ownership, or preparing for retirement, Altfest provides access to resources designed to support long-term financial planning and wealth management.
Member-only access: Direct access to the Altfest consultation request pathway is available only to eligible MSSNY members. Non-members must join MSSNY to access full benefit details.
Why Join MSSNY?
You, as a physician, face growing demands both on and off the clock. MSSNY is here to help by keeping doctors informed, supported, and connected through advocacy, useful resources, leadership opportunities, and member benefits that guide you through every step of your career.
As the statewide voice of New York physicians, MSSNY works to protect the profession and help physicians stay informed, connected, and supported.
Support for Every Stage of Your Career
Early Career Physician
Build Financial Direction Early
As an early-career physician, you are balancing student debt, income growth, family responsibilities, first contracts, and long-term planning. MSSNY membership connects you to resources that support these important decisions.
- Stay informed about issues affecting physicians in New York
- Access member-only benefits and professional resources
- Begin building awareness of long-term financial planning strategies
Example: Beginning to think about budgeting, saving, retirement, and long-term financial planning.
Join MSSNY Today →
Medical Student
Start Building Your Professional Foundation Early
There is much to consider beyond medical school. Through MSSNY, you can start exploring the profession, network within organized medicine, and access resources available throughout a physician’s career.
- Learn about issues affecting medicine in New York
- Connect with the physician community statewide
- Begin understanding financial planning considerations early
Example: Learning about financial planning considerations as you prepare for residency.
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Resident or Fellow
Support During a Major Career Transition
As a resident or fellow, you are balancing demanding schedules while preparing for major financial and professional decisions. MSSNY membership helps support your next step.
- Stay informed about issues affecting physicians in training
- Access member-only benefits and professional resources
- Build awareness of long-term planning as responsibilities grow
Example: Preparing for attending-level income, contracts, and financial planning decisions.
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Private Practice
Support for Practice & Personal Planning
As a private practice physician, you manage patient care alongside taxes, business ownership, retirement planning, staffing, and family financial goals. MSSNY membership connects you to resources that support both practice and personal planning.
- Access member-only services, benefits, and practice resources
- Stay informed about issues affecting private-practice physicians
- Explore long-term planning strategies for practice ownership and financial goals
Example: Planning for retirement while balancing the realities of independent practice.
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Employed Physician
Stay Connected Beyond Employer Benefits
As an employed physician, you may have access to workplace retirement plans and employer benefits, yet still benefit from independent financial education and resources designed specifically for physicians.
- Stay connected to statewide physician advocacy
- Access member-only benefits and resources through MSSNY
- Explore planning strategies to support evolving career and life needs
Example: Reviewing retirement and long-term financial planning options beyond employer-sponsored benefits.
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Why Physicians Value This Benefit
Financial priorities change throughout a physician’s career. Through MSSNY membership, you gain access to resources that support long-term financial planning, retirement preparation, and physician-focused financial education—while also staying connected to advocacy, practical support, and the statewide physician community.
Join MSSNY and Access Altfest + Many More Benefits
Altfest Personal Wealth Management is available as a MSSNY member benefit. Non-members must join MSSNY to access this member-only benefit.