Fiduciary, Fee Only
Active Drawdown Management
CFA + CMT + CFP® Leadership
Independent Advice for Northwest Oklahoma
Woodward households often hold a different mix of assets than urban OKC clients — working ranches, mineral and royalty interests, family land, and oilfield income alongside the usual 401(k)s and IRAs. That complexity rewards an adviser who is paid the same regardless of what you own. Perissos Private Wealth Management is a fee only, fiduciary investment adviser headquartered in Bethany. We work with Woodward clients by secure video and phone for ongoing reviews, with in-person meetings as warranted. We are not paid commissions on what is inside your portfolio and we have no proprietary products — the advisory fee in our Form ADV is the only way we get paid.
Investment Management Built Around Risk Control
For households drawing income from a portfolio — or planning to — drawdowns matter more than peak returns. Our active investment process combines fundamental analysis, macro signals, and tactical price behavior to mitigate large losses while staying invested for the long run. It is led by Brandon VanLandingham, CFA, CMT, CFP®. Read the full investment philosophy →
Coordinating Mineral, Royalty, Ranch, and Retirement Decisions
Many Woodward families coordinate mineral lease decisions, depletion deductions, ranch succession, retirement income, Social Security timing, and estate documents all at once. We do not draft legal documents and we do not file tax returns — those belong to your attorney and CPA. What we do is make sure the financial plan, the portfolio, and the tax and estate work all pull the same direction. See the full list of services →
Serving Woodward and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Woodward and across the broader Oklahoma City metro, including:
- Fort Supply
- Mooreland
- Mutual
- Sharon
- Vici
- Northwest Oklahoma