BERK ON VALUE

Welcome to Berk on Value, hosted by David Berkowitz of VAP Wealth Advisors. We help mass-affluent families and pre-retirees bring order, peace, and control to their finances using The Business Plan for Life—a dynamic framework that treats your financial life like an adaptable business.

Instead of static plans and product pitches, we focus on the process: cash flow, tax impact, and quantifying your freedoms so you can enjoy what you've worked for—guiltlessly.

Weekly videos cover seven core pillars:
• Cash Flow Management
• Investment Positioning
• Tax Planning
• Estate Preservation
• Retirement & Income Design
• Stock Research & Quality Compounders
• The Business Plan for Life

You are the hero of your story. Our job is to be your guide, coordinating the moving parts so you can make informed decisions with confidence.

Subscribe for new videos every week and grab your free Starter Guide at valuealigned.com!