Are you truly wealthy?

Inspiring your move from achievement to fulfillment.

Are you truly wealthy?

Inspiring your move from achievement to fulfillment.

Are you truly wealthy?

Inspiring your move from achievement to fulfillment.

The next generation in wealth management.

The old model of success says, “Maximize your assets, push harder, keep striving, and you’ll have what you need to be fulfilled.”

We all know that’s not the full story.

At Aligned Wealth we offer much more than a best-in-class wealth management. We offer a path to prosperity that’s both outer and inner, material and meaningful—what we call True Wealth. It’s the freedom to invest and relax, to grow your portfolio, discover who you are, and live your best life.

This is True Wealth podcast

Conversations that challenge the old story of success and open the door to a richer life. Each episode features a leader, teacher, or investor reshaping what it means to be truly wealthy.

“Managing your estate or your investments doesn't have to come with a lot of consistent change or stress and emotion. Working with Matt, I now have more freedom to use wealth in a way that’s more aligned not only with how quickly my bank account may be growing, but also a deeper definition of wealth. That's a real gift.”

Evan Wildstein
Senior Advisor, Kholberg

“Matt has seen it all on Wall Street and he's got a philosophy based on data and historical facts. He also has a great way of putting things in perspective. He wants you to be able to take all your hard work and use that as security, and also launch you to becoming a more complete person. I feel like Matt truly wants that for everybody he's involved with.”

Mike Taylor
Founder of Eastern Excavation

Ready to find out how truly wealthy you are?

Take the True Wealth Assessment and find out which of the 7 Essentials you’re strong in and where you need to focus. It only takes 10–15 minutes.

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