Apply to Work With Matt

At Aligned Wealth, we work exclusively with a small circle of clients who share both the financial threshold of $10M in investable assets and the deeper commitment to living a life of True Wealth. 

If you’re considering reaching out, here are the steps we ask you to take first:

1. Take the True Wealth Assessment. This will familiarize you with the path of True Wealth. You will receive an email with your results which will identify where you are strongest and where you may need support across the 7 Essentials of True Wealth.
2. Familiarize yourself with our approach. Explore the 7 Essentials on this website to get a feel for the integration of financial strategy with inner clarity, mindful awareness, and aligned living.
3. Read The Right Mountain: Practical Wisdom to Achieve True Wealth by Matt and Kristin Kaye (coming spring 2026). The book distills Matt’s decades of experience on Wall Street and in life into a clear, practical framework. Once the book is published, we’ll ask new applicants to begin there.

If you meet the financial criteria and are aligned with this path, please complete the assessment via the link below and the follow up application. Applications are reviewed personally, and if there’s a potential fit, we’ll reach out to schedule a private conversation.

This is a highly selective process designed to ensure mutual alignment and to protect the focus and integrity of Matt’s work with current clients.