Bart Zandbergen, CFP® is proud to be a Registered Investment Advisor (RIA) Representative. An RIA representative is a person who advises high-net-worth individuals on investments and manages their portfolios. An RIA representative is required to register either with the Securities and Exchange Commission (SEC) or state securities administrators and because an RIA representative is regulated directly by the SEC, they are considered to be acting in a fiduciary capacity and held to a higher standard than of conduct than registered representatives.
This fiduciary standard requires that the RIA representative must always act in the client’s best interest, regardless of the circumstances. It is the highest standard of care under the American legal system and is a more stringent rule than what stockbrokers are held to. Stockbrokers are held to the “suitability standard”, which requires them to make specific recommendations based only on their suitability for their clients’ specific circumstances.
Bart is an RIA representative of The Zandbergen Group.
“Leaving computer system sales, a great career, and starting a new job with no salary was one of the scariest moments of my life, but also one of the most fulfilling.
Looking back, it was one of the best decisions of my life. Helping people reach their financial goals is not only fulfilling but my life’s purpose. The notes, letters, and thank yous from clients are irreplaceable. My clients are an extension of my family, and as such, so are their family gatherings, business openings, holiday parties, and celebrations we attend together.
Everything I do is built on the concept of aligning your vision and values with your wealth plan through customized, comprehensive financial planning so that you can live your best life and create a lifelong legacy. I treasure the confidence and trust my clients have in me and will continue to work tirelessly to give you the distinct client experience you have come to know and love.”
-Bart Zandbergen
Zandbergen Group
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.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Axxcess Wealth and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Axxcess Wealth does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Axxcess Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Axxcess Wealth will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.