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ZRC Wealth Management

About ZRC Wealth Management

Founded in 1999, 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.

Min project size

50,000+

Hourly rate

50 / hr

Employees

12

Locations

United States

Year founded

Founded 1999

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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