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

CFP®

Wealth Advisor & Managing Partner

925-962-5600
707-524-6131

Kelly Gillette

Client Service Manager

925-962-5600
707-524-6131

Ryan K. Kosakura

CFA, CFP®

Wealth Advisor & Director of Research

925-962-5600

Andrew Kirchner

Client Service & Trading Associate

925-962-5600
707-524-6131

Kevin Goulding

MBA, CFP®

Wealth Advisor

707-524-6131

Richard P. Clarke

PFS

Chairman Emeritus

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 focuses on delivering high-touch wealth management services throughout Northern California with offices in Santa Rosa and Walnut Creek.

Today ZRC Wealth Management serves clients in 15 states and two foreign countries.