What We Do

Direct. Calculated. Personalized

What We Do

Optivest, INC offers five divisions to handle the complete needs of our clients:

Money Management

At Optivest, we believe that a properly diversified portfolio goes well beyond the typical mix of stocks, bonds and cash. Optivest utilizes sophisticated forecasting tools to audit investment cycles, current vs. historical valuations and statistical probabilities of return to determine the right mix of investment vehicles to meet our clients’ needs.

Investment Strategy

We see investments as more than just products; we see them as answers to specific client goals. The optimum portfolio allocation targets low volatility utilizing a strategic blend of securities, fixed income and real estate. Including these specialty growth and high cash flow investments truly balances and protects portfolios, providing the peace of mind you desire.

Family Wealth Advisory

The financial issues of wealthy families and individuals are constant and complex. That is why we believe in true wealth management. In addition to investment consulting, Optivest’s comprehensive process involves advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy. We come alongside you as your family’s CFO to offer sound advice and solutions in concert with top advisors and estate specialists.

Financial Planning

At Optivest, we understand that your most valuable asset is time. We can organize most of your day-to-day operations online through the OptiWealth balance sheet aggregator as well as help you plan for retirement.

Concierge / Consulting

Here at Optivest, we service a limited number of large accounts well. We offer holistic advisory focused on coordinating your investments, tax and estate planning, and lifestyle services.

Philanthropy

Optivest Wealth Management has been described as one of the nation’s most philanthropic wealth management firms. The Optivest companies contribute 10% of every revenue dollar, not just profits, to Christian ministries across the globe by way of the Optivest Foundation.

Free Consultation

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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.

BrokerCheck

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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