Gaylord Wealth Management, LLC

Gaylord Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and businesses. Gaylord Wealth Management builds diversified portfolios primarily using exchange-traded funds and mutual funds, tailored to each client's specific risk tolerance and financial goals. In addition to managing ongoing investment portfolios, Gaylord Wealth Management offers comprehensive financial planning covering retirement, budgeting, and long-term goals, as well as one-time account consultations. Clients can choose between discretionary investment management, where Gaylord Wealth Management makes trades on their behalf, or non-discretionary services. The firm uses fundamental analysis and various investment strategies, including strategic and tactical asset allocation, to manage client assets. Gaylord Wealth Management operates independently and works with third-party custodians like Altruist Financial to hold client funds and execute trades.