We believe that wealth is about more than just money; we believe it is about your desires and dreams in life and how we can work together to help you achieve your goals. We call this true wealth!
True wealth is about having a purpose and giving freely, it’s about leaving a legacy and making a difference, and it’s about time well-spent and knowing that you have lived life to the fullest.
Who We Are
The Zandbergen Group is an exclusive wealth management firm specializing in serving those with significant wealth.
Our Mission
Our goal is to provide clients financial peace of mind, allowing you time to focus on creating true wealth for a purposeful life. We strive to help you realize your financial goals through integrity, commitment, and genuine caring for your well-being.
Our Process
Our process starts by aligning your vision and values with your wealth plan through personalized financial planning. This unique, client-centered process is a successful process we have used for over 30 years with hundreds of clients. You created your wealth through your life accomplishments, now we are here to help you protect, grow, and live out that fulfilled life.
Client Experience
Each component of the wealth management process is reviewed with an extraordinary level of attention to your personal needs to maximize your time, relationships, health, and money.
How We Can Help
- Wealth Management
- Family Office
- True Wealth
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
- Divorce Financial Planning
- Insurance Planning
Our Team
Our team’s deep experience is rooted in designing distinctive solutions for individuals and families with investible assets above seven or eight figures.
Why Choose Us
As Fiduciaries,
We Put Your Best Interests First
Independent, Fee-based
Investment Advisory Approach
As Independent Wealth Advisors we have the ability to form close relationships with our clients offering truly tailored advice that isn’t influenced by any outside sources.
Holistic
Wealth Planning
High-net Worth
Specialization
Awards and Publications
Awarded Best-in-State Wealth Advisors
2020
As published in FORBES
With almost 3 decades of wealth management experience, Bart Zandbergen, CFP ®, was named to Forbes’ Best-in-State Wealth Advisors list for 2020
Axxcess Wealth Management
The Zandbergen Group is a doing business as name for with Axxcess Wealth Management who has a stellar reputation in the financial industry. There are many benefits for you at our new firm and numerous reasons why we chose Axxcess:
Over $4B Assets
Multiple custodial relationships
- Schwab
- TD Ameritrade
- Morgan Stanley
- Goldman Sachs
- Wells Fargo/First Clearing
