Firm Celebrates 25th Anniversary and Continues to Grow
October 18, 2024 – [Walnut Creek, CA] – ZRC Wealth Management, a trusted provider of expert financial advice to affluent families, high-net-worth investors, and closely held businesses, is excited to announce its rebrand as Elevation Wealth Partners. The change comes as part of the firm’s evolution, reflecting 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.
Celebrating its 25th anniversary this past September, ZRC Wealth Management has grown steadily since its inception. Over the years, the firm and its clients have achieved numerous milestones, the most recent being the addition of Steve Block as Wealth Advisor & Partner. This is in addition to Rob Anderson joining as Wealth Advisor and Chad Vaughn as Wealth Manager Associate. With their contributions, and alongside the existing team, the firm now proudly manages over $500 million in assets for clients in 22 states and four foreign countries.
“As we look toward the future, we feel the new name, Elevation Wealth Partners, better captures the spirit of what we do – being a trusted and caring financial partner,” said Barry Mendelson, Founder and Managing Partner. “While the name has changed, the level of service and the exceptional team that our clients have come to trust remain exactly the same.”
The firm’s focus on providing world-class financial advice, combined with personalized service, remains unchanged. Elevation Wealth Partners continues to guide clients through life’s most important financial decisions, helping them achieve lasting success.
What’s New:
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New Name: ZRC Wealth Management is now Elevation Wealth Partners.
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New Look: The firm has unveiled a new website and updated email addresses.
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New iTunes app: For clients that access their Wealth Portal on their iPhone or iPad, they will need to delete the old ZRC Wealth app and download the new Elevation Wealth app.
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Same Team: No changes to the team; the same experts are here to serve you.
Clients are encouraged to update their records with the firm’s new contact information. Elevation Wealth Partners welcomes feedback and looks forward to hearing how clients feel about the new name and refreshed website.
“We value the relationships we’ve built over so many years. That is just one of many reasons we are excited about this new chapter, and we hope you are too,” added Steve Block, Partner.
For more information, please visit www.elevationwp.com or contact Elevation Wealth Partners at info@elevationwp.com.
About Elevation Wealth Partners
Founded in 1999, Elevation Wealth Partners (formerly ZRC Wealth Management) is a Northern California based fee-only and fiduciary investment advisor registered with the United States Securities and Exchange Commission. Elevation Wealth Partners provides comprehensive wealth management services to affluent families, high-net-worth individuals, and closely held businesses. With over $500 million in assets under management, the firm’s expert advisors offer tailored strategies to help clients achieve their financial goals with confidence. Elevation Wealth Partners serves U.S. investors all over the globe. For those that wish to meet in-person, it has offices in Walnut Creek, Petaluma, Santa Rosa, and North Lake Tahoe.
For media inquiries, please contact:
Barry Mendelson
925-962-5600
