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The Wealth of Wholeness
Unique 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, we introduce them 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 The Right Mountain: Practical Wisdom for Achieving True Wealth written with Kristin Kaye, coming in Fall 2026.
Rooted in Nobel Prize-winning economic research, philosophy, Integral theory, thousand-year-old wisdom traditions, and modern neuroscience, the framework detailed in The Right Mountain: Practical Wisdom for Achieving 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 our confidential 'True Wealth Assessment,' based on our framework. It takes only 10–15 minutes, and highlights your potential path to inner and outer abundance and ease.
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Aligned Wealth LLC provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Aligned Wealth LLC and Concurrent are not affiliated companies. For more information, click here.
