Most financial firms focus exclusively on markets, returns, and portfolios. Those things matter. But they are only part of the equation. Aligned Wealth is a New York-based wealth management firm founded in 2013 by Matt Ludmer, former wealth management director at Morgan Stanley. We believe true prosperity comes from aligning your financial resources with your values, your priorities, and the life you want to create. Without that alignment, even significant wealth can feel directionless.
Our work is guided by a deeper question, what is true wealth?
During three decades as a leader at Wall Street institutions building wealth for ultra high-net-worth clients, Matt was increasingly consumed by simple – yet profound – recurring questions: How much is enough? What does success mean beyond financial outcomes? Where can one turn when money is not supporting inner happiness and freedom?
Through lifelong study of meditation, Buddhism, Integral Theory and other traditions, Matt developed an elegantly holistic approach to achieving true wealth that transcends numbers on a balance sheet. Aligned Wealth's approach is based on this compelling framework, and we welcome clients who strongly desire to invest in every dimension of their lives.
Comprehensive investment management, portfolio design, and risk management, grounded in long-term discipline and Nobel-Prize winning investment management theory and practice.
Thoughtful, ongoing guidance on lifestage changes and goals, withstanding headwinds and market forces, and planning for philanthropic giving, retirement, and generational wealth transfer.
Structured conversations and coaching on the essential elements that clear limiting beliefs and behaviors, and help redefine purpose, values, and inner perspective, leading to true wealth.
We work with individuals and families who have achieved significant success, yet desire a life of meaning. They come to Aligned Wealth seeking not only investment guidance, but a more meaningful framework for a new, intentional, and conscious definition of true wealth. Our clients experience the deep transformation that takes place when financial capital and inner clarity grow together.
Our clients include:
To schedule a private introductory conversation, contact us, or begin by taking our free, no-obligation True Wealth Assessment Tool.
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Spire Wealth Management is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer, and member FINRA / SIPC. | DISCLAIMERS - Check the background of this firm on FINRA BROKERCHECK. - ADV 2B - For more information, visit https://www.spireip.com/
