Privacy Policy
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
  • Register

Privacy Policy

Thank you for reviewing our privacy commitment to you. Your privacy is important to us. Under federal law you have a right to know what information is being collected about you and how that information will be used.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us; and
  • Information that you specifically have your other professional advisors forward to us.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law, or as directed by you – our customer.

  • Under the law, the information we collect is provided to companies that perform support services on our behalf as necessary to affect, administer, or process a transaction, or for maintaining and servicing your account.
  • As directed by you, we will be working with your other professional advisors and we will provide information in our possession that is reasonably requested by the other advisors.

We do not give or sell information about you or your accounts to any other company, group or individual. We restrict access to nonpublic information about you to those employees who need to know that information to provide products or services to you. We maintain physical, administrative, and technical procedural safeguards to protect your nonpublic personal information.

You do not need to call or do anything as a result of this notice. It is meant to inform you of how we safeguard you nonpublic personal information.

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.
read more >

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.
read more >

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.
read more >

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...