A Different Kind of Wealth Management

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, 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.

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.

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.