Hosts Bart Zandbergen and Co-Host Letitia Berbaum were joined in the studio by their publicist Paula Steurer of Sterling Public Relations for the trio’s second annual holiday wine tasting and pairing podcast. As a certified sommelier, Bart selected three distinct wines to taste and discuss on air. The selections are the perfect addition to any
After meeting in the gym nearly 30 years ago, Bill Wooditch joined Bart Zandbergen in the studio to share his journey and lessons learned with our audience. Bill Wooditch built a multi-million-dollar company from the philosophy: “To receive value, you first have to give value.” For over 25 years, he has created and implemented proven
Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part
Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or
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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.

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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