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2nd Quarter 2018 Market & Investment Commentary

We are happy to welcome new clients to the ZRC family this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to…
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ZRC Participates in Hope Walk

Ryan Kosakura, his wife Cheryl, their dog Teddy, Barry Mendelson, his oldest daughter Sydney (to Barry’s right) and members of Sydney’s soccer team participated in this years Hope Walk at Heather Farm Park in Walnut Creek (benefiting the Cancer Support…
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Quarterly Perspectives – Q1 2018

This video looks back at the 1st Quarter and offers perspective on the latest market and economic headlines. Courtesy of our friends at Loring Ward.

Bike to Work Day – May 10, 2018

Thursday, May 10, 2018 is Bay Area Bike to Work Day.  So what do you say…grab your helmet and ditch the car for the day!  Snap a photo of your journey to work on your bike and we will send…
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1st Quarter 2018 Market & Investment Commentary

We are happy to welcome four new clients this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family….
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What is a Trusted Contact and should you name one?

With the aging of the U.S. population, financial exploitation of seniors is a serious and growing concern. To help combat this, on February 5th the Financial Industry Regulatory Authority (FINRA) adopted new rules that requires member firms (such as Charles…
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January 2018: 4th Quarter 2017 Market & Investment Outlook

We are happy to welcome three new clients this quarter. It’s an honor to serve you and we look forward to many years of working together. Thank you to everyone who continues to recommend our services to friends and family.  We…
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December 2017 newsletter : 15 year-end financial tips

With the holidays and end of year upon us, we at ZRC Wealth Management would like to thank our clients, friends and partners for their support over the years. In the spirit of the season, we offer these 15 Year-End…
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Resources for individuals and businesses affected by the fires

  Our hearts go out to those affected by the devastating North Bay fires. Our Santa Rosa and St. Helena offices are expected to reopen soon. We are fully operational working from our homes and the Walnut Creek office. Our…
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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…
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