Zephyr Wealth Management

Thoughtful Stewardship. Enduring Relationships.

At Zephyr Wealth, we believe that wealth is about more than numbers—it’s about providing clarity, confidence, and continuity across generations. We partner with individuals and families to thoughtfully manage and grow their wealth, grounded in a long-term perspective and a deep commitment to trust.

Our approach is highly personalized, combining sophisticated financial expertise with a genuine understanding of each client’s goals, values, and legacy.

Our Services

Financial Planning

Financial Planning

We take a comprehensive view of your financial life, helping you define priorities, navigate complexity, and build a clear, actionable plan for the future.

Investment Management

Financial Planning

We take a comprehensive view of your financial life, helping you define priorities, navigate complexity, and build a clear, actionable plan for the future.

Retirement Planning

Financial Planning

We take a comprehensive view of your financial life, helping you define priorities, navigate complexity, and build a clear, actionable plan for the future.

Estate Planning

Financial Planning

We take a comprehensive view of your financial life, helping you define priorities, navigate complexity, and build a clear, actionable plan for the future.

Tax Optimization

Financial Planning

We take a comprehensive view of your financial life, helping you define priorities, navigate complexity, and build a clear, actionable plan for the future.

Our Leadership

Zephyr Wealth Management is founded on a legacy of excellence in advising families of significant wealth.

Our Founder, Thomas Barry, previously served as President and CEO of Rockefeller & Co., the investment arm of the Rockefeller family. His experience guiding multi-generational families informs our philosophy: disciplined stewardship, long-term thinking, and an unwavering focus on client trust.

Tim Horsburgh, a CFA charter holder, has over 10 years of experience in investments with expertise spanning mutual funds, ETFs, investment research and portfolio strategy.

Lillian Anselmi is a seasoned family office advisor specializing in structuring private direct and fund investments. She also guides multi-generational families through complex relationship dynamics, helping them align around strategy, governance, and long-term decision-making

Our Philosophy

We are committed to building trusted relationships that endure—not just for years, but for generations.
By combining institutional-quality expertise with a personal, relationship-driven approach, we aim to serve as a steady partner through every stage of life. Our goal is simple: to help you make confident decisions today while preserving opportunity and legacy for tomorrow.