Zephyr Wealth Management is a U.S. Securities and Exchange Commission (SEC) registered investment adviser based in Minnesota. The firm provides comprehensive, fee-only wealth management services, meaning it is compensated directly by its clients and does not accept commissions or other payments from third parties. Operating as a fiduciary, Zephyr Wealth is legally obligated to act in the best interests of its clients, offering integrated services that include financial planning, investment management, tax planning, and estate planning.

Founded in

Australia