Robert & Mary finally have a Financial Plan,
And an investment portfolio likely to produce the returns they need to achieve their goals.
They started by getting a Free Assessment.
You're Near or In Retirement
You have $500k (or more) in retirement savings.
Follow our 3-step process to help you evaluate our services & make an informed decision about working with us.
Initial Phone Meeting
Before committing your time or ours, this short phone call will give us both a chance to make sure your situation matches our expertise.
You will also learn how to turn your savings into an inflation beating income, how to invest while minimizing taxes today and in retirement, and how to organize your financial life.
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
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.
David Lee Berkowitz
Founder, Managing Partner, Chief Investment Officer
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...
Managing Director, Investment Director, Planning Assistant, Trader
10 years ago in 2012, Will Siegfried joined the VAP internship program. And he’s still here.
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.
VAP always act in your best interests.