Skip to content

About
Our Services
Pricing
Case Studies
FAQ
Estate Planning Checklist
Berk on Value

About
Our Services
Pricing
Case Studies
FAQ
Estate Planning Checklist
Berk on Value

Schedule Your Consultation

Application · 90 Seconds · 5 Questions

See If You Qualify for Our 401(k) Service

Our 401(k) optimization service is built for households in a specific window. Answer these five questions to see if it's the right fit. If you qualify, you'll go directly to my calendar to book a complimentary 20-minute consultation. If not, I'll send you resources tailored to where you are now.

1. What's your current age?

Under 50 50–67 68+

2. What's your household income?

Under $150K $150K–$300K $300K+

3. Total investable assets (401k + IRA + brokerage)?

Under $250K $250K–$1M $1M+

4. When do you plan to retire?

Within 5 years 5–15 years 15+ years

5. Are you currently working with a financial advisor?

No advisor Yes, but open Yes, satisfied

First name Email address *

By submitting, you agree to receive a one-time follow-up from VAP Wealth Advisors. We never share your information.

Subscribe for Email Updates

Add a descriptive message telling what your visitor is signing up for here.

Full Name

Email *

Qualification Score

Marketing by

Thanks — we got your application.

Based on your answers, our 401(k) service may not be the best fit for where you are right now. But there's still a lot you can do.

Watch your inbox over the next few days — I'll send you the resources most useful at your stage, with no expectation in return.

Stop drifting. Start piloting.

— David Berkowitz, VAP Wealth Advisors

Free Checklist kit

Estate Planning Checklist Kit

Take charge of your legacy with our expert-designed Estate Planning Checklist Kit! This free resource simplifies estate planning, empowering you to create a personalized plan to protect your family and assets. With clear, actionable guidance, you’ll eliminate confusion and take control of your future.

Name

Email

ValueAligned Partners

Financial and Investment Guidance in Red Bank

ValueAligned Partners is a comprehensive financial services firm specializing in investment management, estate planning, financial planning, and digital financial organization. Our team of experienced professionals is dedicated to helping clients achieve their long-term financial goals through our value-driven approach to investing. We focus on quality companies with high and sustainable returns on capital, allowing our clients’ wealth to compound over time. With a commitment to personalized service and cutting-edge digital tools, we offer tailored solutions to meet the unique needs of each client. Whether you’re planning for retirement, organizing your finances, or looking to optimize your investment strategy, ValueAligned Partners is here

Phone

(732) 800-2375

Address

125 Half Mile Rd Suite 200, Red Bank, NJ 07701

More Links

HOME
About
Pricing
Case Studies
FAQ
Estate Planning Checklist
Berk’s Blog

HOME
About
Pricing
Case Studies
FAQ
Estate Planning Checklist
Berk’s Blog

Youtube Linkedin Facebook

ValueAligned Partners, LLC ©2026 | All Rights Reserved

Schedule Your Consultation

Free Checklist kit

Estate Planning Checklist Kit

Take charge of your legacy with our expert-designed Estate Planning Checklist Kit! This free resource simplifies estate planning, empowering you to create a personalized plan to protect your family and assets. With clear, actionable guidance, you’ll eliminate confusion and take control of your future.

Name

Email