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Current company Elevation Wealth Partners, Llc
Investment Management · 11 employees · Founded 1999 · Walnut Creek, California, United States
Founded in 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.