The Five Types of Wealth: A Bigger View of Prosperity

July 2, 2025

Category: Ideas for Reflection, Jake's Reading List, Joe's Reading List

We often talk about financial growth, protection, and legacy. But a book that’s stuck with me —The Five Types of Wealth—offers a broader, more human lens on prosperity.

It defines wealth not just in dollars, but in five key forms:

  1. Financial – Money and assets
  2. Human – Health, skills, and personal growth
  3. Social – Relationships and community
  4. Spiritual – Purpose and values
  5. Intellectual – Ideas, education, and learning

This framework reminded me of the question we often ask our clients, “what are you solving for?”. This book serves as a good reminder that it’s about alignment—designing your financial strategies to support the things that really matter in life.