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When you reach 50, retirement is starting to seem within reach. But, you still have at least 10 to 15 years of work left, which is a good amount of time to positively impact your burgeoning retirement account. So, in your 50s, consider it a great time to assess where you’re at with your ...


One of the most frequent wine questions I get this time of year is “What wine should I serve for Thanksgiving dinner?” It’s tough for people to choose a wine for Thanksgiving for a couple of reasons. One, people have different tastes in wine, so it’s hard to please everyone. Two, there are lots ...


Our culture is gadget crazy these days; like any other industry, the wine industry has a plethora of gadgets for your every need. You don’t need all of them though, so I’ve culled through and listed the ones worth buying right now:

The Kuvée

The Kuvée is a connected, “smart” wine bottle. ...


Earlier in the year I wrote a blog post with reasons why you should have a trust instead of a will. Now, I’m going to dive a little deeper into the different types of trusts and discuss the reasons why you might want to choose one that you might not be too familiar with.


If you’re looking for a wonderful weekend getaway, I highly recommend Santa Barbara and the Urban Wine Trail. Whether you’re a serious wine aficionado or merely a weekend sipper, you can sip your way through Santa Barbara County without leaving the quaintness of downtown Santa Barbara.
The Urban Wine Trail is a collection of ...

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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450

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