What We Do

Direct. Calculated. Personalized

Money Management

We believe the complexities of managing wealth requires a team approach to give our clients financial confidence that allows them to focus on creating a purposeful life – physically, spiritually and financially.

We are passionate about helping you set financial goals that align with what you truly value. A vision for your life, coupled with managing your money with purpose, will truly help create a more fulfilling lifestyle for you both now and in retirement.

Financial wellness is a key component of your overall wellness.Achieving financial wellness does not happen by accident, it is purposeful and intentional. Through our wealth management services, we provide a consultative approach to achieve your goals. That means we want to thoroughly understand who you are, what’s important to you, and why. Then we design a custom financial plan to meet your goals and objectives.

Our firm is focused on meeting our clients’ unique needs, including:

  • Individuals and couples approaching retirement
  • Owners of significant real estate wanting an integrated asset management solution
  • Business owners looking to lower risk and ensure family continuation
  • Individuals looking to consolidate their investment needs
  • Retired persons concerned with legacy and estate planning
  • Families looking to manage an inheritance or sale of a business
  • Clients with manageable assets generally ranging from $500,000 & above

Our clients appreciate the following benefits of wealth management services when working with us:

  • A personalized financial plan and estate plan
  • Comprehensive cash flow strategies
  • Frequent financial plan reviews
  • Regular review of investment strategies and insurance requirements
  • Ongoing deliberation of personal values, mission, and goals

Read more about our 4 Step Money Management Process

Contact us for more information about our wealth management services.

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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