Show Up
The Wealth of Wholeness
Show Up
The Wealth of Wholeness
Discover tools to create balance.
Learn MoreUnique among wealth management firms, Aligned Wealth offers the benefits of proven, best-in-class investment strategies, in parallel with guidance and a holistic framework for inner development.
We begin by assessing our clients’ investment lifestage, goals, and risk capacity, developing an optimal strategy and portfolio based on their individual needs. And as part of our framework, our experienced coaches introduce clients to proven tools, practices and resources designed to strengthen inner awareness, ultimately leading to a more balanced, rich, and fulfilling life.
Founder Matt Ludmer has honed and detailed this transformative approach in his forthcoming book “7 Essentials, The Right Mountain: Practical Wisdom to Achieve True Wealth” written with Kristin Kaye, coming in Fall 2026.
True Wealth is what happens when your portfolio is strong, your mind is clear, your relationships are thriving, and your purpose is alive. You make the move from surviving the game to redefining it on your terms—and winning in ways that truly matter.
Rooted in Nobel Prize-winning economic research, philosophy, Integral theory, thousand-year-old wisdom traditions, and modern neuroscience, the framework detailed in 7 Essentials, The Right Mountain: Practical Wisdom to Achieve True Wealth is a map to living with more clarity, effectiveness, and ease. Below are some of its core principles.
Wherever you start, each Essential strengthens the others as you build a living portfolio of financial strength, personal clarity, and lasting fulfillment.
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.
We’ve walked this path ourselves, through the markets and in life. We’ve tested what works, discarded what doesn’t, and distilled True Wealth into a clear way forward. If you’re ready to step out of the old story of wealth, we’re here to walk with you into a new one.
Explore the Essentials through the links above. Learn core ideas and practices that work in your life right now.
Watch or listen to the This is True Wealth podcast, where we explore each Essential with a featured guest each month.
Our book about the 7 Essentials, The Right Mountain: Practical Wisdom to Achieve True Wealth by Matt Ludmer and Kristin Kaye is coming in fall 2026.
Work with us as an Aligned Wealth client—visit Wealth Management to learn more.
We’ve done the work. We know the path. We’d love to have you join us along the way.
Join our newsletter to stay updated.
By subscribing, you agree to our Privacy Policy and consent to updates.
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/
