The Zandbergen Group is an exclusive wealth management firm specializing in serving those with significant wealth.
Founder, CEO
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.
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.
- 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.
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.
Holistic
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
Specialization
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.
Awarded Best-in-State Wealth Advisors
2025 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, 2021, 2024 & 2025.
Featured in
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
Wells Fargo/First Clearing
Schwab
TD Ameritrade
Morgan Stanley
Goldman Sachs
State of the art technology
Advanced portfolio
management systems