Lyles Wealth Management LLC

Lyles Wealth Management provides ongoing discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth individuals, and pension/profit‑sharing plans, overseeing roughly $41.4 million in client assets across about 70 client relationships. Services include development of Investment Policy Statements, asset allocation and selection, and regular portfolio monitoring together with written financial plans.

The firm implements client strategies through documented Investment Policy Statements and generally manages accounts on a discretionary basis with quarterly reviews and custodial reporting. Its methods of analysis include fundamental and technical approaches, and its trading toolkit extends to long‑ and short‑term trading as well as margin, short sales, options strategies and the use of derivatives in separately managed accounts.

Compared with many independent advisers of similar scale, Lyles combines retirement plan consulting—such as creating written plan documents, recommending and monitoring money managers—with active use of derivatives and option strategies in client accounts, a mix that is less common among peers. The firm also limits advice to a defined set of investment types (mutual funds, fixed income, ETFs, REITs, annuities, non‑U.S. securities and private placements) while documenting client‑specific restrictions in each Investment Policy Statement.