Our Approach

Direct. Calculated. Personalized

What Makes Us Different

What’s It Like to Work with Optivest?

At Optivest, we never forget who we’re working for. That’s why we put together
a select set of services designed to help our clients preserve and grow not just
their family’s wealth, but their personal sense of well­-being.

We would like the opportunity to sit down and discuss how our services can
help you achieve your goals, both personal and financial.

Our expertise makes us well suited to assist the following clientele:

Professionals & Business Owners Planning to Exit or Retire

  • Expert professional guidance throughout the process of a major liquidity event.
  • Mark Van Mourick is the author of the book Cash Out, Cash In – The After Success
    Investment Guide.
  • Van Mourick is also the founder of the Orange County Exit Planning Roundtable.

Families

  • Legacy planning, heir preparation & wealth preservation for future generations.

Widows/Divorcees

  • Guidance for women experiencing the tough transitional period surrounding
    death or divorce.
  • Optivest aids in negotiating major purchases, offers assistance with bookkeeping
    and also provides aid in setting up a financial plan and budget.

Free Consultation

Enter your email address to receive an email from us to schedule your consultation.

*Don’t worry, you will not be spammed.

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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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