The four dimensions of wealth

What is Aligned Wealth?

Aligned Wealth is a company that goes far beyond the limits of ordinary wealth management.

Our philosophy—in a world that is moving faster, that is more fragmented and less value-driven, and that encourages isolation—is that in addition to growing material wealth, it is also important to grow in many dimensions.

Therefore, in addition to our important offering of best practice investment management, we also aim to help our clients grow intellectually, socially, emotionally, spiritually—to help them lead truly happy and fulfilled lives on every level.

In order to do this, as part of what Aligned Wealth offers, we created The Aligned Center and The Aligned Institute to foster growth in all dimensions for our clients, our members, and our broader community.

Listen to Our Podcast on Financial Abundance...

The Aligned Wealth View and Strategy

Replacing Speculation with Education

Eugene Fama standing in front of blackboard

Nobel Prize winner Eugene Fama

What are the best practices of investment management?

The answer is a practice that grows your wealth, increases your knowledge and thereby, allows you to invest and relax.

Aligned Wealth, LLC is a full-service wealth management firm located in New York, NY.

Aligned Wealth uses Nobel Prize-winning research to create portfolios designed to succeed over the long run. Key elements to our design include time segmentation, cloud-based indexing, and “tilting” portfolios toward factors that have historically proven valuable.

FINRA BrokerCheck

Founder, Matt Ludmer
teaching Aligned Wealth Management
at The Aligned Center.

Aligned Wealth Classes

Through Aligned Wealth, The Aligned Center’s founder, Matt Ludmer, offers a series of progressive and heart-centered finance-related classes at The Aligned Institute, such as Invest & Relax, Wake Up Wall Street, and the upcoming Aligned Life Wealth Essentials Series.

Please see our full calendar of events for specific dates and times.

man in a suit meditating

Invest & Relax

Learn about the philosophy that is changing the way the world invests by replacing speculation with education, while also exploring the nature of human development. You will come away with a better understanding of how to build confidence in your financial security, and also how to find more balance and growth in all areas of your life.

This is a series, and will resume in 2019.

This class is free to attend. Donations to your favorite charity will be encouraged.

View Dates
man in a suit facing brick wall

Wake Up Wall Street

This is a transformative experience for business professionals seeking to catalyze positive change in the world. This program, This program, co-hosted by Shames JCC, explores the four dimensions of wealth—Mind/body Awareness, Heartfelt community, Lifelong Learning, and Financial Abundance—as guiding forces that help create positive impact in our community and society at large.

A revolutionary and growth-oriented approach that introduces exploration of the inner realms to professionals striving for self-discovery and meaning. This class is free to attend.

View Dates
bridge over river in forest

Essentials of Aligned Growth and Wealth

What, exactly, is an aligned life, and how do we grow and build wealth in an aligned way? Learn the stages of human development according to Integral Theory, and how to assess where you are in those stages, and determine your next best step.

Join Matt to learn to:

Show Up, Wake Up, Grow Up, Clean Up, Light Up, Build Up, and Ease Up

Each month we will focus on one step through both theory and practice.This class is free to attend.

View Dates

Primer to Our Investment View

The founder of Index Fund Advisors and our friend, Mark Hebner, created a film that provides insight into our investment strategy. Watch the trailer for a glimpse of our approach.

Spire Investment Management, LLC is a SEC Registered Investment Advisor.

Securities offered through Spire Securities, LLC a registered broker/dealer and member FINRA/SIPC.

ADV Part 2B FINRA BrokerCheck © 2019 Aligned Wealth, LLC. All Rights Reserved.