Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
A Fee Only Fiduciary for Weatherford Families
Weatherford has a distinctive mix — Southwestern Oklahoma State University faculty and staff, Weatherford Regional Hospital clinicians, family-owned businesses, and farming and ranching households. Perissos Private Wealth Management was built to serve clients who want sophisticated, conflict-free advice without driving to a big-city office to get it. We are an Oklahoma state-registered investment adviser headquartered in Bethany. For Weatherford clients we work primarily by secure video and phone, with in-person meetings as needed. We are fee only — no commissions, no proprietary products — and the advisory fee disclosed in our Form ADV is the only way we get paid.
Active Investment Management for Retirement Income
Most clients we meet have been told the same story for years: buy index funds, hold forever, ignore the news. That is fine in your 20s and 30s. It is genuinely dangerous near or in retirement, when a large drawdown taken alongside distributions can permanently impair the rest of your plan. Our active drawdown-management approach combines fundamental analysis, macro signals, and tactical price behavior — applied with discipline, led by Brandon VanLandingham, CFA, CMT, CFP®. Read the full investment philosophy →
Coordinating Pensions, 403(b)s, Healthcare Benefits, and Estate Plans
For Weatherford households, that often means coordinating a state pension (OTRS, OPERS), 403(b) or 457 elections, hospital benefit packages, Social Security timing, Medicare enrollment, and estate documents alongside the portfolio. Christi Powell, CFP®, RICP® and Greg Biggs, AIF® lead the planning work directly with clients. We do not draft legal documents or file tax returns — we coordinate with your attorney and CPA so everyone works from the same plan. See the full list of services →
Serving Weatherford and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Weatherford and across the broader Oklahoma City metro, including:
- SWOSU
- Hydro
- Thomas
- Custer City
- Clinton
- Western Oklahoma