Meet Matt

One of the most important things I have learned in my 30-year career as a wealth manager is that utilizing best practices to grow your wealth and build a robust portfolio is critical, but it is far from sufficient when it comes to living a truly wealthy life.

Not an expected statement from a wealth manager, I know.

I have been lucky enough to work with the finest minds in the financial industry, first as a graduate of the Booth School of Business at the University of Chicago, as one of the earliest trained advisors at Morgan Stanley and then as director at both Morgan Stanley and Donaldson, Lufkin & Jenrette.

But my decades-long career has been complemented by my lifelong passion for meditation and studies in Integral Theory, nondual Judaism and Tibetan Buddhism.

These traditions taught me about many other vital forms of wealth, which have proved essential in my work with a select group of clients I have had the honor of serving for over twenty years.

Together we have celebrated our successes and weathered the vicissitudes of the global markets and through it all a few things became clear: our inner lives are as valuable as our outer lives. Connecting with community and learning about the world around us are also invaluable sources of wealth.

When we build a robust portfolio and intentionally build these undervalued assets, we have the power to create the essential shift that moves us from fragmented to whole, from endlessly striving for achievement to finally finding fulfillment.

This is what I call True Wealth.

After leaving Morgan Stanley, I opened the doors of Aligned Wealth to create a firm based on a new definition of wealth. We offer best-in-class financial management based on the insights of Nobel Prize–winning economist Eugene Fama, financial advisor George Kinder, Warren Buffet and others. And we combine that with our portfolio of best practices from Integral Theory, meditation and mindful awareness, Tibetan Buddhism, nondual spirituality and more. These practices form the 7 Essentials of Aligned Living and are a tried-and-true, genuine path to True Wealth.

Please join me as a friend along this path.