Free Assessment

Free Assessment

A 3-step process showing how you can improve investment returns, lower your tax bill, take care of your loved ones, and stay on track through bad patches in the economy and markets.

Discovery

Discovery

Before committing your time or ours, this short call will allow us both to make sure your situation matches our expertise. 

You will also learn how to turn your savings into an inflation-beating income, invest while minimizing taxes today and in retirement, and organize your financial life.

Evaluation & Diagnosis

Evaluation & Diagnosis

The first, most important thing for both of us is to get a complete understanding of your financial goals - what, and who, you're investing for. 

Your answers to our questions will guide our analysis, which will result in plain English answers to critical questions.                                    

Analysis & Answers

Analysis & Answers

During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals, including the answers to the three questions we asked during our analysis.

This is where you will see, in dollars and cents, how our firm can improve your finances. 

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.

Investments

Investments

Low risk value investing oriented towards long -term after-tax compounding

Investments

Tax Planning

Tax Planning

Review of tax return to identify planning opportunities to minimize your lifetime tax liability

Tax Planning

Estate Plan

Estate Plan

Coordinate Wills, Trusts, Advanced Directives, Life Insurance

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Personal Website

Personal Website

Your own personal financial website (PFW). See everything you own. It makes getting organized simple. Connect with all your accounts. See updates as markets change.

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Our Team

David Lee Berkowitz

Founder, Managing Partner, Chief Investment Officer

732-800-2375

david@valuealigned.com

David L. Berkowitz is the Founder and Chief Investment Officer of ValueAligned Partners (“VAP”). He studied at Columbia University in New York, earning his Bachelor of Arts (“BA”) degree in economics in 1986...

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Will Siegfried

Managing Director, Investment Director, Planning Assistant, Trader

10 years ago in 2012, Will Siegfried joined the VAP internship program. And he’s still here.

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Bill Berkowitz

Co-Founder

In 2002 David and his father Bill Berkowitz started ValueAligned Partners to offer friends and their families the same advice that only wealthy people and institutions could get. 

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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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VAP always act in your best interests.

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