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

Financial Roadmap

View your Financial Roadmap

Schwab Account

View your Schwab Accounts

Stress Testing

Stress Test your portfolio to levers of your choice

New Client Journey

Create your strategic financial plan

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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. 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.