• Client Login
  • Walnut Creek 925-962-5600 | Santa Rosa 707-524-6131

3rd Quarter 2017 Market & Investment Commentary

Our hearts go out to those affected by the devastating 2017 North Bay fires. Our Santa Rosa and St. Helena offices have thus far survived. ZRC Wealth Management has served Sonoma and Napa counties since the 1990’s. We have already…
Read more

Budgeting Spreadsheet Template

Budgeting Spreadsheet Template                      

ZRC Wealth Management is hiring!

ZRC Wealth Management is currently seeking to add another exceptional professional to our team. The Client Service Advisor is a full-time position based in our Santa Rosa office. The Client Service Associate is often the first person with whom clients…
Read more

July 2017 Newsletter: Second Quarter Market Update and Commentary

ZRC Wealth Management continues to grow and we are pleased to welcome two new clients to the firm this quarter. Thank you to those who continue to share what we do with friends and family. Market & Investment Commentary Stocks…
Read more

ZRC Fan Fest – May 2017

On behalf of the entire ZRC Wealth Management team, we wanted to thank all (60+) of you who came out and made our Fan Fest Luncheons a success. Based on feedback from our earlier survey, we wanted to do something…
Read more

Technology Resources and Applications to help us live longer and better

At our ZRC Fan Fest client luncheons in May, we discussed how technology is changing the way we live, age and engage with the world through retirement. Click here: Technology Resources and Applications

ZRC sponsors the Cancer Support Community’s Annual Hope Walk

ZRC Wealth Management is not only committed to improving the lives of our clients, but also the world around us. Every year the firm donates a considerable amount of our time and money to local and international causes. 2016 was particularly…
Read more

1st Quarter Market Insights & Commentary

Stocks across the globe climbed higher in the first quarter of 2017. U.S. Stocks as whole were up 5.8%, International Developed Stocks 6.8%, and Emerging Markets Stocks 11.4%. All ZRC client accounts posted solid gains for the quarter (with returns…
Read more

March 2017 Newsletter: Three investment trends that will change your life… for the better.

In this newsletter, we discuss three topics and trends that could have a big impact on your financial well-being. 1. How much should we be saving each year? A simple rule of thumb is that by age 35 you would…
Read more

January 2017 Commentary and Insights

The Best of the North Bay’s readers poll is now open through February 28th. Please vote for ZRC Wealth Management under Best Business Services / Wealth Management Company here (even if you don’t live in the North Bay). If at…
Read more