Broker Check

Our interests are aligned with our client’s interests.

VAP is a family-owned investment business located in Red Bank, New Jersey. We’re three professionals: a father, a nephew, and a son with deep roots in Middletown and Monmouth County.

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 where he earned 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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Daniel C Berkowitz

Marketing Specialist, Advisor Assistant, Accountant

Daniel received his Bachelor of Science (“BS”) degree in Business Administration from the University of Rhode Island in 2021. After graduation, Daniel joined his father and Will in the family business.

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William “Bill” Berkowitz

Co-Founder and Inspiration

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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We always start with planning.

We always start with planning.

We stand by ready to offer guidance on cash flow management, retirement income planning, reviewing your investments, charitable giving, estate planning, tax analysis, and reviewing life insurance needs.