Introduction
Gaylord Wealth Management, LLC can help you reach your goals while navigating today’s volatile markets and guiding you to avoid the common pitfalls and mistakes common to self-directed investors. My firm specializes in financial planning and personal asset management. My focus is to create the right investment and savings plan so your financial goals are met and your future is secure.
Experienced Money Manager
I have nearly 40 years of investing experience, am a CFA Charter Holder, and have worked as a General Securities & Options Principal for a major broker/dealer. I hold an MBA from Michigan State University (Top 5% of Class) and a Certificate in Finance from the University of California Berkeley Extension (Awarded with Distinction). I’ve held the FINRA Series 4, 7, 24 & 63 Licenses, and later the Series 65.
Individual Attention
As a boutique wealth management firm you will receive close, personal attention. Every client is important.
Creating Wealth Wisely
My firm employs Strategic Asset Allocation, Model Portfolios, and Tactical Overlays to construct a portfolio to meet your investing & income goals, matched to your risk/return preferences.
Investment Philosophy
Gaylord Wealth Management utilizes a global investing approach, seeking appropriate investments in the United States and around the world in developed and emerging markets.
Ethics & Integrity
Trust, ethics, and integrity are central to my way of doing business. As a CFA Charter Holder, I comply fully with rigorous ethical guidelines and standards of professional practice. Learn more at the CFA Institute website.
Reasonable Fees
Gaylord Wealth Management, LLC has no hidden fees or commissions, does not accept fees from third parties, and does not sell financial products or insurance. My firm only selects the most suitable investments for you. With Gaylord Wealth Management, LLC you are working with a professional money manager & CFA® (Chartered Financial Analyst) Charter Holder, not a salesperson.
Peter Gaylord, CFA
Gaylord Wealth Management, LLC
Rocklin, CA