Aligned Wealth is a New York offers a different kind of wealth management to high net worth investors. 

Founded by former Morgan Stanley director Matt Ludmer, Aligned Wealth integrates best-in-class financial strategy with Integral theory and ancient wisdom traditions. Our unique True Wealth framework helps clients build not only financial abundance, but also clarity, balance, and purpose for a richer, more meaningful life.

Learn more at our website and in the forthcoming book The Right Mountain: Practical Wisdom to Achieve True Wealth, by founder Matt Ludmer with Kristin Kaye, coming in Fall, 2026.



Aligned Wealth Management

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Aligned Wealth Management

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