You’ve worked hard to create your wealth and take care of your family. If you’re now thinking about the future and leaving a legacy to your family, you are not alone. Ensuring a lasting legacy is a high priority for many of the clients we work with.
The Zandbergen Group specializes in delivering a full range of financial services using a client-centered approach. You have worked hard to accumulate your wealth. We offer customized portfolio strategies to grow & protect your wealth and help you connect your money to your values.
The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.