For almost 25 years,

Zephyr Investment Management has been
helping to make our clients dreams a reality.

Let us help you realize
your best financial future.


Welcome to Zephyr Investment Management

Navigating Your Financial Future
Based in Westlake Village, California, Zephyr Investment Management is an independent, fee-based Registered Investment Advisor (RIA). We provide trusted investment management and financial planning services designed to help our clients achieve a constant, steady path toward greater financial security.

At Zephyr Investment Management, we always put our clients' interests first. We demonstrate our respect for each individual, our passion for investing, and our dedication to service and performance in every action we take and every decision we make. Serving as your personal financial compass, we work with you side by side to analyze your situation, set a course for your future, and navigate all types of weather along the way—from the calmest waters to the roughest seas. Our investment strategy is designed to actively harness the winds of changing market and economic conditions, and our services—including investment management, values-based financial planning, retirement planning, and planning for women—are constructed to help guide decisions that lead to financial smooth sailing.

In addition, we offer full service retirement plan advisory services for companies and organizations offering 401(k) and 403(b) plans. We’ll help you navigate through complex fiduciary responsibilities and guide your plan participants in making wise decisions regarding their financial future. We are passionate about helping people make sense of their retirement plan and will provide the support and resources to do so.

Contact us today at 805-496-6810 to learn how we can help you set your course toward an optimal financial future—no matter the weather.

Check the background of this firm and investment professional on FINRA's BrokerCheck

Watch The Video

  • Investment Strategy Amid The Bear Market

    Investment Strategy Amid The Bear Market

We Cannot Direct the Wind, But We Can Adjust the Sails

Company Info

Zephyr Investment Management

California Office:

3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362

Georgia Office:

42 Main St, Suite 2A
Senoia, GA 30276

P: 805-496-6810
F: 805-496-0630
E: info@zephyrim.com

Investment Updates

Planning Briefs

Zephyr’s Blog

It’s probably a fair assumption to say that most investors are happy 2022 is in the books.  After enjoying the longest bull market in history, from after the financial crisis in 2009 to the beginning of the COVID-19 pandemic, the...

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