Fiduciary, Fee-Based
Active Drawdown Management
CFA + CMT + CFP® Leadership
A Wealth Manager Mustang Families Can Actually Use
Mustang has grown quickly over the last decade, and so have the financial situations of its households. The young engineer who bought a starter home in north Mustang ten years ago is now a mid-career professional with a 401(k), an HSA, deferred comp, an option grant, and a spouse with their own retirement accounts. The retired educator down the street is coordinating a pension, Social Security, an inherited IRA, and a paid-off house. None of that fits the one-size-fits-all advice the big national firms offer. Perissos Private Wealth Management is an Oklahoma state-registered, fee-based fiduciary headquartered just up the road in Bethany. For Mustang families, that location matters: we are close enough for in-person meetings when you want them, and structured to work fully by secure video when your week does not allow the drive. We do not earn commissions on investments, we do not sell insurance products on the side, and our compensation is fully disclosed in our Form ADV.
Active Investment Management Built Around Drawdown Risk
Most Mustang clients we meet have been told the same thing for years: buy index funds, hold them, and ignore the news. That advice ignores the single biggest threat to a successful retirement — the math of drawdowns. A 50% loss requires a 100% gain just to recover, and recovery time can stretch a decade or more. For a retiree drawing income, that math can be devastating. Our active drawdown-management approach is led by Brandon VanLandingham, CFA, CMT, CFP®, and is designed to limit participation in the most damaging declines while still capturing meaningful upside in healthy markets. We combine fundamental, strategic, and tactical signals into a disciplined, repeatable process — not market timing, not guesswork. Read the full philosophy →
Coordinated Planning for Mustang Households
For Mustang clients we coordinate financial planning, retirement-income strategy, Social Security and Medicare guidance, tax-aware withdrawal sequencing, beneficiary and estate decisions, and business and equity-comp planning alongside the portfolio. Wealth advisors Christi Powell, CFP®, RICP® and Greg Biggs, AIF® work directly with clients on planning so every investment decision reflects your full situation. 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 those professionals are working from the same plan we are, so nothing falls between the cracks. See the full list of services →
Getting Started
Every Mustang engagement begins with a no-obligation conversation. We listen first, ask questions about where you are and where you want to go, and tell you honestly whether we are the right fit. If we are, the next step is a written financial plan, then portfolio implementation, then ongoing reviews on a cadence that matches your complexity.
Serving Mustang and Surrounding Communities
From our Bethany office at 4107 N. Council Rd, we work with clients in Mustang and across the broader Oklahoma City metro, including:
- Yukon
- Bethany
- Tuttle
- Newcastle
- SW Oklahoma City
- Canadian County