Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
A Fiduciary Built Around Moore Families
Moore is a community of teachers, first responders, energy workers, healthcare professionals, and small-business owners — families who have built real wealth carefully, often over decades. Perissos Private Wealth Management was built for that kind of client. We are a fee only, fiduciary investment adviser. No commissions, no proprietary products, no hidden incentives — the advisory fee disclosed in our Form ADV is the only way we get paid. For Moore clients, that matters. Coordinating an OG&E or state pension election, a 401(k) rollover, Social Security timing, Medicare enrollment, and a written estate plan should not depend on which product a salesperson happens to be paid the most to push that quarter.
Active Investment Management, Not Set-and-Forget
A 50% portfolio loss requires a 100% gain to recover. A retiree absorbing a major drawdown while taking distributions can permanently impair the next 25–30 years of retirement income. That is the single biggest threat to a successful retirement, and it is what our active drawdown-management process is built to address — fundamental analysis, macro signals, and tactical price behavior, applied with discipline. Read the full investment philosophy →
Coordinated Planning Across Every Decision
Investment management is one piece. We coordinate financial planning, tax-aware decisions, retirement income strategy, Social Security and Medicare guidance, and estate planning alongside the portfolio. Christi Powell, CFP®, RICP® and Greg Biggs, AIF® work directly with Moore clients on the planning side so every portfolio decision reflects your timeline, tax bracket, and beneficiary goals. See the full list of services →
Serving Moore and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Moore and across the broader Oklahoma City metro, including:
- South OKC
- Norman
- Newcastle
- Tuttle
- Oklahoma City
- Bethany