Direct. Calculated. Personalized

The volatile tide of the stock market has made itself known once again. Here are some important reminders and notes from history that are important to remember.
Studies show that people place too much emphasis on recent events and disregard long-term realities. Even amidst a market downturn, remember that stocks have rewarded investors over ...

Mar 07

What I love most about my role as a trusted advisor and wealth strategist is being able to help my clients navigate their way to optimum financial health. That means understanding the latest laws and their impact as well as structuring new plans for protecting the integrity of their investments and financial decisions along ...

Feb 01

By Bart Zandbergen, CFP®

Note: This is a special guest blog post I wrote for William Strachan Family Law recently. William Strachan is a Certified Family Law Specialist by theCalifornia State Board of Legal Specialization withover 28 years practicing family law. His practice is located in Huntington Beach and you can find his ...

Jan 17

As fall begins to unfold, wine enthusiasts and connisseurs will begin to put down their summery Pinot Grigio’s – instead craving something with a bit more weight to it. As an enthusiast who turned Certified Sommelier, I find the changing of the seasons a great time to experiment with different wine selections. Part of the ...

Nov 28

25 Years in Review: The Evolution of My Investing Philosophy

When I first started out as a financial advisor back in 1992, times were different. First of all, it was a really bad fashion decade…think baggy suits. Haha! Anyway, I digress.
The Dow Jones was at 3233; we were well off the lows ...

Nov 17

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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.


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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