Your path to True Wealth starts here

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

At Aligned Wealth, we believe that’s not the full story. To us, true wealth means the freedom to invest well and grow your portfolio, while discovering who you are and learning to live your best life. So, along with best-in-class, institutional-quality portfolio management, we offer a path to prosperity that’s both outer and inner. 

Intrigued? To schedule a private introductory conversation, contact us or use our True Wealth Assessment Tool to take the first step on the path to new heights of prosperity.

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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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