What We Do

Direct. Calculated. Personalized

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.

Our ultimate goal is to help you make wise decisions with your money.

As professional fiduciaries, we specialize in educating and supporting multi-generational families toward successful management and transfer of all aspects of their wealth. We help you prepare for and maneuver through family meetings, optimizing communication as you share your legacy.

Utilizing Optivest’s Family Wealth Advisory process allows us to take a holistic approach catered to our clients’ specific needs:

  • Complete organization of your family’s entire financial balance sheet (updated daily) through our proprietary OptiWealth online platform.
  • Customized, ongoing interviews to conduct a thorough and thought-provoking understanding of your unique history, values, long-term wealth objectives and legacy plans.
  • Complete organization of your estate, tax, business, property, insurance, health and personal documents on a secure and easily accessible online vault called OptiWealth. Further, we help you with family meetings to successfully pass on your legacy to your heirs. Reference books and checklists included.
  • Access to over 150 years of combined expertise from professionals in the following areas: estate design, tax consulting, M&A activity, property management, real estate financing, health and wellness, travel and family dynamics.
  • Optivest Portfolio Management includes: Build and manage custom investment portfolios producing clearly defined outcomes and risk metrics utilizing our open architecture, low fee and conflict-free research. Commercial real estate available based on suitability. (Portfolio Management Agreement and Fee Schedule applied.)

The services listed above are offered at the Family Wealth Advisory fee schedule.

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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