Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
A Fiduciary for Eufaula Retirees and Lake-Area Households
Many of the clients we work with around Eufaula and Lake Eufaula are either already retired or close to it — relocated from OKC, Tulsa, or out of state, often with a paid-off home, a lake property, IRAs and 401(k) rollovers, and Social Security decisions on the table. That stage of life rewards conflict-free advice more than any other. Perissos Private Wealth Management is a fee only, fiduciary investment adviser headquartered in Bethany, OK. We serve Eufaula-area households primarily by secure video and phone, with in-person meetings as needed. We are not paid commissions on the investments in your portfolio and we have no proprietary products — the advisory fee in our Form ADV is the only way we get paid.
Built for Retirement Income, Not Just Accumulation
Once distributions begin, drawdowns matter more than peak returns. A 50% loss requires a 100% gain to recover, and a retiree taking income through that drawdown can permanently impair the next 25–30 years of cash flow. Our active drawdown-management process — fundamental analysis, macro signals, tactical price behavior, led by Brandon VanLandingham, CFA, CMT, CFP® — is built around that risk. Read the full investment philosophy →
Coordinating Social Security, Medicare, RMDs, and Estate Plans
For Eufaula retirees that typically means coordinating Social Security claiming timing, Medicare enrollment and IRMAA brackets, Roth conversion windows, required minimum distributions, charitable strategies (including QCDs), and updated estate documents alongside the portfolio. Christi Powell, CFP®, RICP® and Greg Biggs, AIF® lead that planning work. We coordinate with your attorney and CPA — we don't replace them. See the full list of services →
Serving Eufaula and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Eufaula and across the broader Oklahoma City metro, including:
- Lake Eufaula
- Checotah
- Henryetta
- McAlester
- Stigler
- Eastern Oklahoma