Client Access

This secure portal is an added convenience for our clients – access personal financial information with ease and gain the use of financial tools to better plan and manage financial performance.

Account Overview

View your balances, allocation & performance history
View Portfolio Balances

Financial Roadmap

View your Financial Roadmap
Login

Schwab Account

View your Schwab Accounts
Schwab Login

Stress Testing

Stress Test your portfolio to levers of your choice
Coming Soon

Client Access

Take your Risk Profile Survey

Start Here

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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. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.