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
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
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.
Tax Planning
Review of tax return to identify planning opportunities to minimize your lifetime tax liability
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.
Our Team
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...
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.
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.
Traditional vs. Roth IRA
