Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and Fiduciary Registered Investment Advisor that serves discerning investors across the United States and across the globe. Our mission is to help individuals and families achieve their financial goals by providing expert investment advice and management. Elevation Wealth Partners manages more than $500 million for 200 families, individuals, and company retirement plans in 22 states and four foreign countries.

As an independent and privately held firm, ZRC specializes in helping investors grow, manage, and protect their wealth. We develop and supervise investment portfolios designed to provide the investor with key benefits - proven asset management expertise, diversification, and liquidity - delivered with our personalized and responsive service. As a Fiduciary and fee-only – ZRC places the interests of clients above all else.

Finance

Investment Management

Personal Finance

Retirement

Elevation Wealth Partners, LLC

Elevation Wealth Partners, LLC's headquarters in Walnut Creek, United States

Robert Monahan

Barry Mendelson

Andrew Kirchner

This department focuses on providing financial advisory services and investment strategies to clients.

Wealth Management

This department manages all aspects of taxation, including planning, compliance, and advisory services.

Elevation Wealth Partners, LLC

Org chart

Teams

Wealth Management

Tax Services

Offices

Elevation Wealth Partners, LLC

Org chart

Teams

Wealth Management

Tax Services

Offices

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