Perissos Private Wealth Management

About

Investment, Planning Gifting Strategies | Perissos Private Wealth Skip to main content 405.212.9690 info@perissosprivatewealth.com Bethany, Oklahoma · Fee-Only Fiduciary Advisor Login Fee Only Fiduciary · Bethany, OK Fee Only Wealth Management Fiduciary wealth management built around active drawdown management — designed to help reduce the impact of significant market declines on your retirement. Schedule a Conversation See Our Investment Approach Investment Mgmt Financial Planning Tax Planning Estate Planning The Family Office Framework All-in-one integrated approach CFA + CMT + CFP® Leadership Three rare credentials, one Oklahoma firm. Active Drawdown Management Designed to help reduce drawdowns when markets turn. Fiduciary, Fee Only Aligned with you — no commissions on products. Credibility Why Oklahoma Families Choose Perissos CFA + CMT + CFP® A rare combination of credentials across planning, investing, and technical market analysis. Fiduciary by Design Fee only, advice-first Active Drawdown Management Designed to help mitigate the impact of sequence-of-returns risk on retirement income. Local to Oklahoma Bethany-based, serving OKC, Yukon, Mustang, and Edmond. Why Perissos Clearly Different Investment Management Our mission is to empower clients, instilling confidence and alleviating stress by seamlessly integrating every facet of their financial lives. From retirement dreams to estate aspirations, from strategic tax planning to disciplined investment management. Fee-onl

Key Contact