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Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Zephyr Investment Management


3625 East Thousand Oaks Blvd. Suite 145
Westlake Village, CA 91362
Phone: 805-496-6810
Toll Free: 800-966-3579
Fax: 805-496-0630
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

   After a long period of respectable returns, many investors in equities during the fourth quarter of 2018 experienced losses. This fourth quarter was filled with a great deal of uncertainty, which is the equity markets...