COMPREHENSIVE WEALTH MANAGEMENT
REDEFINING WEALTH MANAGEMENT
At Perissos, our founding principle is to unify Financial Planning, Tax Planning, Estate Planning, and professional Investment Management into a seamless experience. We’re committed to demystifying this intricate landscape by guiding clients through a clear, step-by-step journey. Each element of the process is carefully explained, illustrating how they interconnect to build a robust financial strategy tailored to your needs.
Why Perissos Private Wealth Management
Embark on a journey towards financial empowerment with Perissos Private Wealth 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 expert investment management, we’re dedicated to crafting comprehensive solutions tailored to your unique goals. Explore the possibilities
Named one of Oklahoma's Best Financial Advisory Firms in 2023</i
Comprehensive Wealth Management: Bringing the Family Office Framework to All
Comprehensive Wealth Management
At Perissos Private Wealth Management, we understand the unique needs and complexities of affluent families. Our comprehensive family office services are tailored to provide holistic financial solutions, integrating tax planning, estate planning, financial planning, and asset management. Here are the key benefits of our integrated approach
By consolidating all aspects of your financial affairs under one roof, we provide a cohesive strategy that aligns with your long-term objectives. This streamlines decision-making and ensures efficient wealth management.
Our team of tax experts works closely with you to develop personalized strategies aimed at minimizing tax liabilities while maximizing after-tax returns. Through proactive tax planning, we help you preserve and grow your wealth effectively.
Planning for the transfer of wealth requires careful consideration and meticulous execution. Our estate planning specialists collaborate with you to create tailored solutions that protect your assets, minimize estate taxes, and ensure your legacy is preserved for future generations.
We take a holistic approach to financial planning, encompassing all aspects of your financial life. Whether it’s retirement planning, education funding, or risk management, our advisors develop comprehensive strategies to help you achieve your financial goals with confidence.
Our investment professionals leverage a disciplined and research-driven approach to asset management. With a focus on risk management and long-term growth, we construct diversified portfolios designed to preserve capital and generate consistent returns in varying market conditions.
Expertise for every piece of your financial picture
Our investment portfolio design approach is unique, beginning with a thorough assessment of your position within the investment lifecycle. We assemble a team of professionals to collaboratively craft tailored financial plans, integrating tax, estate, and financial planning with investment management. This cohesive strategy aims to optimize tax efficiencies, preserve wealth across generations, and achieve your long-term financial objectives with confidence.
What you can expect from Perissos
- An advocate and fiduciary always looking out for your best interest
- Wealth Managers who are aligned with your best interest and sit on the same side of the table as you
- We don’t sell or earn commissions on investment products.
- Clarity on where you stand and the process to get you where you want to go.
Professional Investment Management
We aim to achieve consistent growth while minimizing risks, ensuring that your investments align with your aspirations.
Tax
Planning
At Perissos Private Wealth Management, our partnership with seasoned CPAs and our dedicated in-house CPA consultant guarantees the seamless integration of tax planning into your comprehensive financial strategy.
Estate
Planning
We tailor estate plans to reflect your wishes, protect your loved ones, and potentially minimize estate taxes.
CLEARLY DIFFERENT INVESTMENT MANAGEMENT
Why Hire A CFA Charterholder To Manage Your Wealth?
At Perissos Private Wealth Management you will work with a Financial Advisor (CFA charterholder) that will oversee the financial planning and investment management process.
Whether you’re hoping to invest in a new business or you’re planning for retirement, you can count on a Charted Financial Analyst to have the depth of training to look beyond today’s headlines.
CFA charterholders offer more
When you engage with a CFA charterholder, you can trust their:
Rigor: to earn the distinction of Chartered Financial Analyst® charterholder, candidates spend an average of more than 1,000 hours of demanding studying to successfully complete the CFA Program exams and must have at least 4,000 hours of experience earned in a minimum of 36 months.
Commitment to ethics: All CFA charterholders are required to annually reaffirm their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct, so you can be sure your interest come first.
Depth of knowledge: CFA charterholders wield an extensive body of knowledge on investing and global financial markets, built by years of study and real-world experience.
Fewer than 1 in 5 candidates successfully complete all three levels of the CFA program
Meet the Team
Brandon is the founder and Chief Investment Officer of Perissos Private Wealth Management, a comprehensive wealth management firm focused on bridging the gap between financial planning, tax planning, estate planning, and asset management, by providing comprehensive private wealth management services.
Brandon is the author of “An Investor’s Guide to Portfolio Strategy Development: Theory, Techniques, & Know-How for Investors and Advisors.” He has also written multiple articles for Stocks and Commodities magazine and Advisor Perspectives.
Brandon has been in the financial industry nearly 20 years. He graduated from the University of Central Oklahoma with a degree in Finance. He then earned the Chartered Financial Analyst (CFA) designation, the Chartered Market Technician (CMT) designation, and the Certified Financial Planner (CFP®) designation. He is a member of the CFA Institute and the CMT Association.
Brandon enjoys reading history, economic history, and biographies in his spare time. He and his wife, Patricia, enjoy bass fishing during the warm season and spending time with family and friends.
Prior to merging her firm with Perissos, Christi founded Falcon Financial of Oklahoma, LLC. Her goal is to help clients achieve their financial and personal goals with as little risk as possible using low-cost, transparent ongoing management.
CERTIFIED FINANCIAL PLANNER© (CFP©) since 2007. Christi also holds the Retirement Income Certified Professional© (RICP©) designation. Her B.S. is in Dental Hygiene, which she practiced for 20 years in four states. She formerly served on the Board of Directors of Washita Capital, a private equity firm in Dallas, TX.
Prior to founding Falcon Financial, Christi interned at Comprehensive Financial Planning, Inc in Oklahoma City. She also served as Director of Christian Education at First United Methodist Church in Oklahoma City.
Christi actively volunteers. She is the past President of the FPA of Central Oklahoma and has been a board member for several years. She also volunteers with BetterInvesting, a non-profit dedicated to educating and empowering individual investors and clubs to be successful long-term investors. She is one of their instructors for local, regional and national events.
In her free time, Christi likes to travel, read, drink coffee with friends and play with her grandchildren.
Prior to merging his firm with Perissos, Greg founded Biggs Financial in 1999, and since has been assisting individual and corporate clients with a vast array of financial services.
Greg’s expertise has grown into the specialization of asset management through the use of technical analysis. Greg also focuses on corporate retirement plans. Greg holds Series 6, 7, and 66 licenses. He is also an Accredited Investment Fiduciary and is a member of the National Association of Insurance and Financial Advisors. Greg’s focus is asset management for individuals, corporations, associations, and foundations. He also oversees corporate retirement plans for various companies in Oklahoma.
Greg is an active member of his church, The United Methodist Church of the Servant where he has served as Chairman of the Finance Committee. He is also an active member of the Association of General Contractors Building Chapter where he has served as Finance Committee Chairman and member of the board.
Greg is married to wife Anna and has two children, Audrey and Graeme. He enjoys golf and music, and plays the drums for the worship band at his church.
Tanner has more than dozen years of experience in general accounting; in addition, a decade of tax experience in public accounting. Knowledgeable servicing both businesses and individuals with their tax needs, and a wide variety of clients and industries. His career has focused on assisting clients with simple and complex tax situations.
He is the founder of Mollman CPA, PLLC Tax & Accounting. Tanner has partnered with Perissos Private Wealth Management to provide Tax Planning and Tax Preperation for our clients.
What Services Do We Provide?
PROFESSIONAL INVESTMENT MANAGEMENT
Retirement Planning
Tax-Planning
Estate Planning
Oklahoma’s Premier Investment & Wealth Management Firm
Registered Investment Advisors in the state of Oklahoma
Perissos Private Wealth Management is a fee-based, Oklahoma state-registered premiere financial planning and investment management firm serving institutional and private clients throughout Oklahoma. Perissos does not charge commissions or sell financial products and our fee structure is aligned with your success. We provide a custom approach to investment management and retirement planning that always puts clients first. This starts with a comprehensive analysis of your personal situation that provides guidance for the appropriate investment strategy.
As financial advisors, we understand the importance of transparency and trust. Our goal is to help our clients find their way to financial freedom through customized investment, retirement, and goal-based financial plans. Each of our financial advisors is a fiduciary that places the highest value on ethics and serving our clients diligently. Our primary focus is portfolio management with a focus on risk management for retirees. Our disciplined decision-making process separates us from most financial advisors that focus on “Buy and Hold” traditional investment management. Our process is designed to minimize portfolio drawdown (losses) while trying to capture as much of the upside as possible. We understand that investment management is only part of a client’s financial picture and is the reason we partner with other professionals such as CPAs and attorneys to ensure our clients receive best-in-class financial advice.
