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.
You have worked hard to accumulate your wealth. The Zandbergen Group specializes in delivering a full range of financial services using a client-centered approach. We offer customized portfolio strategies to grow & protect your wealth and help you connect your money to your values.
You don’t have to live here in the Laguna Beach area to benefit from our services, we have many clients from beyond the Orange County Area.
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.