Fiduciary, Fee-Based
Active Drawdown Management
CFA + CMT + CFP® Leadership
A Wealth Manager Built Around Bethany Families
Bethany has always been a community where careful, long-term decisions matter — generations of families, business owners, and faith-rooted households who would rather do something thoughtfully than do it loudly. Perissos Private Wealth Management was built for exactly that kind of client. We are an Oklahoma state-registered investment adviser headquartered just minutes from downtown Bethany on N. Council Road. We are not a sales arm of a national broker-dealer, we are not paid commissions on the investments inside your portfolio, and we have no proprietary products to push. The only way we get paid is the transparent advisory fee disclosed in our Form ADV — which means our incentives line up with yours, every quarter, on every recommendation. For Bethany residents, that fiduciary structure matters. Many of the households we work with are coordinating retirement income, a paid-down home, business interests, mineral or royalty rights, and adult children's plans all at once. That kind of complexity deserves an adviser who is obligated to put your interests first, not one whose paycheck depends on selling a particular product.
Active Investment Management, Not Set-and-Forget
Most Bethany families we meet have been told some version of the same story for years: just buy index funds, hold them forever, and ignore the news. That advice is fine if you are 25 and saving aggressively. It is genuinely dangerous if you are 60, 65, or 70 and beginning to draw from your portfolio. A 50% loss requires a 100% gain just to recover. A retiree who absorbs a major drawdown while taking distributions can permanently impair their ability to fund the next 25 or 30 years of retirement. That is the single biggest threat to a successful retirement, and it is the threat our investment process is built to address. Our active drawdown-management approach combines fundamental analysis, strategic macro signals, and tactical price behavior. When the evidence converges that risk is rising, we trim exposure. When conditions improve, we add it back. It is a disciplined, repeatable process — not market timing, not gut feel — led by Brandon VanLandingham, CFA, CMT, CFP®. Read the full investment philosophy →
Comprehensive Planning, One Coordinated Team
Investment management is only one piece of a real wealth plan. For Bethany clients, 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 clients on the planning side so every portfolio decision reflects the full picture — your timeline, your tax bracket, your beneficiary goals, your business if you have one. We do not draft legal documents and we do not file your tax return — those belong to your attorney and CPA. What we do is make sure all those professionals are working from the same plan instead of pulling in different directions. See the full list of services we coordinate →
How Engagements Begin in Bethany
Every relationship starts with a no-obligation conversation. We listen to where you are, what you have built, and where you would like the next 10 to 20 years to go. If we are not the right fit, we will tell you, and we are happy to point you toward someone who is. If we move forward, the next step is a written financial plan, then portfolio implementation, then ongoing reviews — typically two to four touchpoints per year depending on complexity. Bethany clients are welcome to meet in person at our N. Council Road office, by secure video, or by phone, whichever fits your week.
Serving Bethany and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Bethany and across the broader Oklahoma City metro, including:
- Lake Overholser
- Warr Acres
- NW Oklahoma City
- The Village
- Nichols Hills
- Yukon