About Us

The Zandbergen Group is an exclusive wealth management firm specializing in serving those with significant wealth.

Founder, CEO
Business portrait of Letitia Berbaum, financial advisor and COO for the Bart Zandbergen Group
Wealth Advisor, COO

Who We Are

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.

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.

Bart and Letitia in the Zandbergen Group's conference room

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

We strive to help you realize your financial goals through integrity, commitment, and genuine caring for your wellbeing and financial peace of mind.
We offer sophisticated advice, services, and investment solutions that are explicitly aligned with your interests and goals.
Bart and Letitia talking with clients in the office

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

Investment Advisers are fiduciaries which means we are legally and ethically required to act in your best interests and have a duty to preserve good faith and trust.

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.

Wealth Planning

Genuine wealth management takes a holistic view of all aspects of your financial goals related to retirement, family, travel, investments, cash flow, real estate, estate planning, and charitable giving.

High-net Worth

We have vast experience in working with high-net worth clients and the liquidity events they often encounter. We understand that as a high-net worth individual, you have distinctive needs that include financial and estate planning, investing and wealth transfer.

Awards and Publications

Some of the many awards won by the Zandbergen Group sitting on the desk of their front office in Southern California

Awarded Best-in-State Wealth Advisors
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

State of the art technology

Advanced portfolio
management systems

Registered Investment
Advisor (RIA)