Question 1

What makes Perissos Private Wealth different from other Oklahoma advisors?

Accepted Answer

Perissos is a fee-based fiduciary firm led by an advisor who holds the CFA, CMT, and CFP® designations — a combination held by fewer than 1% of US advisors. The firm focuses on active drawdown management, designed to limit how much a portfolio loses during major market declines so retirement income is not permanently impaired.

Question 2

Who does Perissos Private Wealth work with?

Accepted Answer

Perissos serves Oklahoma families, pre-retirees and retirees, business owners, executives, and royalty-owning households across Bethany, Oklahoma City, Yukon, Mustang, Edmond, and the surrounding metro. Engagements typically begin with a no-obligation conversation.

Question 3

Is Perissos a fiduciary?

Accepted Answer

Yes. Perissos is an Oklahoma state-registered investment adviser operating under a fiduciary, fee-based model. The firm does not earn commissions on the investments inside client portfolios; compensation is fully disclosed in Form ADV before any engagement begins.

Capital Gains Tax Deferral

More on Capital Gains Tax Deferral

Section 453, the Installment Sale, and the "453 Trust"