Founded in 1999, ZRC Wealth Management, 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. ZRC is fee-only – meaning we are solely compensated by our clients – reducing conflicts of interest and aligning your goals with ours.
Barry N. Mendelson
Wealth Advisor & Managing Partner
Wealth Advisor & Partner
Ryan K. Kosakura
Wealth Advisor & Director of Research
Client Service & Portfolio Manager
Client Service Manager
Richard P. Clarke
The history of ZRC Wealth Management
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, LLC.
In 2014 Barry Mendelson merged his firm, Elevation Wealth Management, with Rick and ZRC to form ZRC Wealth Management, LLC. The combined firm specializes in delivering high-touch wealth management services to investors and families across the globe.
Today ZRC Wealth Management serves clients in 18 states and three foreign countries. For clients and prospective clients that wish to meet in-person, ZRC has offices in Walnut Creek, Santa Rosa, Petaluma, and Tahoe City.