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Zephyr Blog

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Pont du Gard

So here we are at a 2000 year old aqueduct built by the Romans just outside Avignon, France. We went to the top. Beautiful views. We are finally recovering from jet lag.

Food is awesome. Good thing our clothes are elastic waistbands!!!

More pics later.

Marsha and Pete.

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Chateauneuf du Pape

We haven't had the best Internet access. Having fun but lots of rain.
The grapes are being harvested. This is a 90 year old vine. We were at Chateauneuf du Pape.

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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...