Elevation Wealth Management is now                    ZRC Wealth Management, LLC!

On July 1, 2014, Elevation founder and president Barry N. Mendelson, CFP® announced the merger of Elevation and ZRC Financial Services, LLC of Santa Rosa to form ZRC Wealth Management, LLC. Barry joins ZRC’s founder Richard Clarke, CPA, PFS and John Davis, CFP, in providing exceptional service to private clients and retirement plans. The newly combined firm has offices in Walnut Creek, Santa Rosa, Sonoma, and St. Helena. For more on this exciting development click here or www.zrcwm.com

Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor that provides investment management and financial planning services to discerning individuals, families, and companies across the United States. Clients of ZRC receive high touch service and comprehensive financial advice. As an independent and privately held firm – ZRC specializes in helping investors grow, manage, and protect their wealth. As a Fiduciary and fee-only – ZRC places the interests of clients above all else.

If you have at least $500,000 of investable assets and are interested in becoming one of our valued clients – simply call or email the firm to schedule a Discovery Meeting and see if we might be a fit.

 Firm Overview | 5 Principles for Investing Success

Prospective Client Questionnaire | Elevation’s Form ADV

Elevation Wealth Management
100 Pringle Avenue, Suite 310
Walnut Creek, CA 94596
925-348-5852
Click here for directions.

 

           


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