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Aligned Wealth LLC

Aligned Wealth LLC

http://www.alignedwealthllc.com/

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Aligned Wealth, LLC

Matthew Ludmer

1840 Mic●●●●●●●●aday Dr.

Sui●●●105

Re●●on , Virginia, 20190

United States

1.70●●●●5812
1.70●●●●1372
al●●●●●●●●●●●●●●@spireip.com

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Spire Investment Partners, LLC.

Allen Eickelberg

1840 Mic●●●●●●●●aday Dr.

Sui●●●105

Re●●on , Virginia, 20190

United States

1.70●●●●5812
al●●●●●●●●●●●●●●@spireip.com

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Spire Investment Partners, LLC.

Allen Eickelberg

1840 Mic●●●●●●●●aday Dr.

Sui●●●105

Re●●on , Virginia, 20190

United States

1.70●●●●5812
al●●●●●●●●●●●●●●@spireip.com

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Aligned Wealth LLC | alignedwealthllc.com Reviews

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Aligned Wealth LLC

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1

Aligned Wealth LLC

http://www.alignedwealthllc.com/team.html

Matt Ludmer, President. Michelle Porter, Client Services Associate and Senior Analyst. Michelle graduated from Fordham University with a B.S. in business and a concentration in finance. She began working with Matt Ludmer in 2005, and soon became one of the top client service associates at Morgan Stanley’s 101 Park Avenue branch. 757 3rd Ave, 20th Floor. New York, NY 10017. Aligned Wealth, LLC is a full-service wealth management firm located in New York, NY. A registered broker/dealer and member FINRA.

2

Aligned Wealth LLC

http://www.alignedwealthllc.com/platform.html

Leveraging the strengths of Fidelity : Platform and Custody. Was chosen as the primary platform for Aligned Wealth. Fidelity is one of the world’s largest providers of financial services, with assets under administration of $4.3 trillion, including managed assets of $1.8 trillion, as of July 31, 2013. For more information about Fidelity Investments, visit: www.fidelity.com. Leveraging Spire's "State of the art" back office and reporting capabilities. Spire Investment Partners was founded in 1997 and curr...

3

Aligned Wealth LLC

http://www.alignedwealthllc.com/collaborators.html

Estate and Gift Planning. Tax Planning and Compliance. Certified Public Accountant, New Jersey. Certified Public Accountant, New York. Certified Financial Planner, Certified Financial Planner Board. Personal Financial Specialist, American Institute of Certified. Jeffrey I. Lieberman. CPA, ABV, CFF, RIA. He is the managing director of Weinberg, Lieberman and Co., a full services general accounting firm that has practice groups in taxation, accounting, auditing, and business valuation. He has been appointe...

4

Aligned Wealth LLC

http://www.alignedwealthllc.com/boardofadvisors.html

Scroll over each member of the board of advisors for more details. Mike Campbell headed Dominick and Dominick's wealth management business for the past ten years before recently becoming it's Chairman. John Murphy founded Murphy Capital Management in 1983, and currently serves as president and CEO. He is a former director of both Barclay’s Bank International Funds in London, and Nicholas Applegate Institutional Funds, respectively. He previously served as vice president and senior investment portfolio of...

5

Aligned Wealth LLC

http://www.alignedwealthllc.com/howwethink.html

First and foremost we believe a client needs to be integrally understood. It is a given to know a client's basics, but its also important to know clients well enough to feel connected and thus be able to be proactive. We think about having a "four lens perspective":. 1 Understanding your objective situation. 2 Understanding your attitudes, views, likes, and dislikes. 3 Understanding your values. 4 Understanding your knowledge about finance and economics. 757 3rd Ave, 20th Floor. New York, NY 10017.

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spireip.com spireip.com

VIRGINIA | Spire Investment Partners

http://www.spireip.com/advisors/virginia

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. AXXIOS Private Wealth Management. KFA Private Wealth Group. James P. Patterson. Sterling D. Neblett. W Tom Walsh III. Sign in to your account.

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ADVISORS | Spire Investment Partners

http://www.spireip.com/advisors

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com spireip.com

CALIFORNIA | Spire Investment Partners

http://www.spireip.com/advisors/california

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com spireip.com

WHY SPIRE IS DIFFERENT | Spire Investment Partners

http://www.spireip.com/company-profile/why-spire-is-different

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. W Tom Walsh III. KFA Private Wealth Group. William N. Price. Securus Wealth Management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. WHY SPIRE IS DIFFERENT. There’s no guarantee that these objectives will be achieved as investments are subject to market risk and change in value. Sign in to your account.

spireip.com spireip.com

W. Thomas Walsh III | Spire Investment Partners

http://www.spireip.com/advisors/virginia/w-thomas-walsh-iii

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. W Thomas Walsh III. W Thomas Walsh III, CPA, CFP. 7901 Jones Branch Drive, Suite 800. McLean, VA 22102. Sign in to your account.

spireip.com spireip.com

Doug Bowers | Spire Investment Partners

http://www.spireip.com/advisors/virginia/doug-bowers

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. Doug Bowers, CFP. 500 Montgomery Street, Suite 400. Alexandria, VA 22314. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com spireip.com

MARYLAND | Spire Investment Partners

http://www.spireip.com/advisors/maryland

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. Michael Jacobs, CFP. W Tom Walsh III. KFA Private Wealth Group. William N. Price. David L. Swenson. Premier Retirement Asset Management. GPS Wealth management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. William N. Price. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

spireip.com spireip.com

Chris Patterson | Spire Investment Partners

http://www.spireip.com/advisors/virginia/chris-patterson

WHY SPIRE IS DIFFERENT. SEC REPORT ON ORDER ROUTING. AXXIOS Private Wealth Management. Liliana N. Molina. Mark C. McKaig. W Tom Walsh III. KFA Private Wealth Group. William N. Price. Securus Wealth Management, LLC. Compass Asset Management Group. Norman G. Bloom. Richard D. Hughes. 7901 Jones Branch Drive, Suite 800. McLean, VA 22102. Check the background of this firm on FINRA's BrokerCheck. Sign in to your account.

westchesterbuddhistcenter.org westchesterbuddhistcenter.org

All Meditation Groups - Westchester Buddhist Center, NY — Westchester Buddhist Center

http://www.westchesterbuddhistcenter.org/meditation-groups

Sundays Eileen Fisher Headquarters. Wednesdays - Mt. Kisco. The Myth of Freedom Course - Aligned Center. The Myth of Freedom Course - Eileen Fisher HQ. How to Meditate - Mindfulness in Action - Mt. Kisco. Lineage and Devotion - Advanced Course. Related Organizations of Interest. Sundays Eileen Fisher Headquarters. Wednesdays - Mt. Kisco. The Myth of Freedom Course - Aligned Center. The Myth of Freedom Course - Eileen Fisher HQ. How to Meditate - Mindfulness in Action - Mt. Kisco. Jan 10 at Aligned Center.

westchesterbuddhistcenter.org westchesterbuddhistcenter.org

Locations — Westchester Buddhist Center

http://www.westchesterbuddhistcenter.org/location

Sundays Eileen Fisher Headquarters. Wednesdays - Mt. Kisco. The Myth of Freedom Course - Aligned Center. The Myth of Freedom Course - Eileen Fisher HQ. How to Meditate - Mindfulness in Action - Mt. Kisco. Lineage and Devotion - Advanced Course. Related Organizations of Interest. Sundays Eileen Fisher Headquarters. Wednesdays - Mt. Kisco. The Myth of Freedom Course - Aligned Center. The Myth of Freedom Course - Eileen Fisher HQ. How to Meditate - Mindfulness in Action - Mt. Kisco. Parking available on Smi...

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Dear Clients and Colleagues,. I am delighted to announce that after thirty years in the wealth management business, I am starting a new firm: Aligned Wealth. After two years of researching all alternatives, competitors, and paths, it’s clear that the best future is an independent one, where I can pick and choose the best that Wall Street has to offer. To ensure a seamless transition and great ongoing service, I am delighted to announce the hiring of someone you’re all familiar with: Michelle Pestritto (n...

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