Your Team
Founded in 1999, Elevation Wealth Partners, LLC is a Northern California-based Registered Investment Advisor providing investment management and financial planning services to discerning individuals, families, and companies across the United States.
As an independent and privately held firm – we help investors like you grow, manage, and protect their wealth. As a Fiduciary, we are legally and ethically bound to putting your best interests first. Elevation Wealth Partners is fee-only – meaning we are solely compensated by our clients – reducing conflicts of interest and aligning your goals with ours.
The history of Elevation Wealth Partners
In 1979, Tim Zainer, Rich Rinehart, and Rick Clarke founded Zainer Rinehart Clarke CPAs in Santa Rosa, California. Over the next 40 years, the accounting firm grew to become one of the largest in Sonoma County serving affluent families, high net worth investors, and closely held businesses. The firm opened offices in Sonoma and St. Helena before merging with Pisenti & Brinker CPAs in 2019.
To meet the needs of business owners and sophisticated investors, in 1999, Rick Clarke founded ZRC Financial Services.
In 2014 Barry Mendelson merged his firm, Elevation Wealth Management, with Rick and his firm to form ZRC Wealth Management. The combined firm specialized in delivering high-touch wealth management services to investors and families across the globe.
In 2024, ZRC rebranded itself as Elevation Wealth Partners. Celebrating its 25th anniversary in September, the firm has grown steadily over the years. The change reflects its commitment to elevating the financial and personal well-being of its clients, while remaining grounded in the principles that have guided it for over two decades. Today, Elevation Wealth Partners serves clients in 22 states and four foreign countries. For clients and prospective clients that wish to meet in-person, Elevation Wealth Partners has offices in Walnut Creek, Santa Rosa, Petaluma, and North Lake Tahoe.
