Founded by Mark Van Mourick, the Optivest Wealth Management team specializes in diversified investment management services and supports multi-generational families in the successful management and tax efficient transfer of all aspects of their wealth. In addition to Optivest Wealth Management, Optivest has two affiliate companies, Optivest Investment Banking and Optivest Properties, as well as a philanthropic organization, Optivest Foundation. Learn more: www.OptivestInc.com
About Bart Zandbergen:
Globally respected as an authority in financial planning and investment advising, Bart Zandbergen helps men and women gain the financial confidence they desire. With more than 25 years of dynamic experience, Bart is known for his ability to create strategies that work progressively towards his client's goals. By listening to his client's needs and wants, Bart is able to use his in depth experience and current market knowledge to help his clientele navigate their wealth management journey. He is proud to be a Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc.
Learn more: www.BartZandbergen.com | www.Facebook.com/BartZandbergenCFP | @BartZandbergen
Sterling Public Relations
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SOURCE Optivest Wealth Management