For over 20 years, Valued Aligned Partners (“VAP”) has worked in our client’s best interests by thinking and acting independently rather than blindly following outdated Wall Street practices. Our personalized approach, our total commitment to serving our clients, our independence from big Wall Street firms, and our investing experience make us unique. We know that shares of great companies are not part of the answer, they are the only answer if you want an income that outlives you.
After 16 years as a hedge fund trader and a corporate finance consultant, David, with his dad Bill, a mutual fund executive at Dreyfus, started VAP in 2002 to offer advice to his family and friends whose lives and finances were turned upside down by the Dot.com market crash in 2000 and the September 11, 2001, terrorist attacks.
A Financial Concierge: Accountants, Attorneys, and Other Professionals
In a sense, we serve as a client’s financial concierge where they can direct all financial questions. If we don’t know the answer and/or need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
Learn more at www.valuealigned.com.
*ValueAligned Partners and its affiliates are not responsible for and do not encourage third parties to post anything on our behalf. Additionally, sharing of other’s articles should not be considered an endorsement. Please do not leave recommendations (by order of the US Government).
Company Details
- Employees
- 11
- Founded
- -
- Address
- 125 Half Mile Road, Suite 200, Red Bank,new Jersey 07701,united States
- Industry
- Investment Advice
- NAICS
-
Investment Advice
- Website
- http://www.valuealigned.com
- Keywords
- Investment Management, Value Investing, Retirement Planning, Tax Efficient Investing, Financial Management, Financial Planning, Stock Investing, 401k Rollovers, IRA Rollovers, Separately Managed Accounts, Investment Taxes, Financial Planning, Estate Planning.
- HQ
- Red Bank, New Jersey
Valuealigned Partners Questions
Valuealigned Partners's website is http://www.valuealigned.com
Valuealigned Partners's LinkedIn profile is https://www.linkedin.com/company/valuealigned
Valuealigned Partners has
11 employees.
View email and phone details for 11
employees at Valuealigned Partners.
Valuealigned Partners's industry is
Investment Advice
Valuealigned Partners's top competitors are
The Mathews Agency,
Medigap Life,
Bridger Properties,
Miller Value Partners,
Ellisville Harbour Partners Llc,
Gis Ltd,
Snapboi,
Boardman Bay Capital Management,
Innovative Advocate Group,
Ga Business Credit Builders.
Valuealigned Partners's categories are Investment Advice
Valuealigned Partners's founding year is 2002
