COMPREHENSIVE PLANNING AND INVESTMENT MANAGEMENT
CLEARLY DIFFERENT WEALTH MANAGEMENT
We help clients gain confidence and reduce stress by streamlining all aspects of thier financial lives… from retirement, estate, and tax planning to professional investment management.
Why Perissos Private Wealth Management
Our Passion: Helping You Reach and Enjoy Your Financial Goals...Stress-Free!
Other firms provide set-it-and-forget-it plans and standard portfolios that only focus on the destination of wealth. We’re the partner that’s dedicated to guiding you on a richer journey along the way.
And because we’re fiduciaries, we’ll provide you with guidance that’s always in your best interests.
Our Purpose
Perissos was founded with the purpose of bridging the gap between Financial Planning, Tax Planning, Estate Planning and professional Investment Management. We strive to simplify this complexity by walking clients through a step-by-step process, explaining each piece and how they work together.
We walk your through the planning process step-by-step
The initial visit is really about getting to know you. What does your ideal retirement look like? What do you value most? Do you want to travel, or do you prefer to stay home and work in your garden? Everyone’s ideal retirement is different, and our goal is to help you clarify yours.
During this visit, you will also learn about our process and the experience you can expect to have if you choose to partner with our retirement plan consultants.
As part of the initial meeting, we will help you clarify your goals. Retirement planning goes further than where to invest money for retirement. We will discuss your short-term needs and long-term wants as we develop your goals that will guide the planning process.
Once we have clarified your goals, we begin the planning process by gathering relevant documents and information. We will provide you with a link to our Financial Planning questionnaire software so you can easily input the financial information we need to begin drafting your plan.
We will draft your Financial/Retirement plan, which will act as your roadmap to reaching your goals. We consider your time horizon, future income needs, and other information unique to you. There’s no single recipe for retirement success or an overall best investment for retirees. We create a holistic and tailored retirement planning experience customized for your unique situation.
The way your retirement investment options are managed is a vital component to reaching your financial goals. We will go over the different investment management strategies and styles to better align your investments with your overall financial plan during this process.
Once we have finalized the Financial/Retirement and Investment Plan, we will work towards implementation. Our retirement planning services guarantee you’re aware of each step of the plan and approve of it before implementation.
We understand that the future is uncertain, and because neither of us has a crystal ball, your financial plan is designed to be fluid. As your life circumstances change, we need to adapt and change your plan as well. We adjust and optimize where to invest your money for retirement.
If you would like us to create a baseline Retirement Plan at NO COST, click the button below and complete our Retirement Planning Questionnaire. The more complete the questionnaire, the more accurate your Retirement Plan will be.
Expertise For Every Piece of your financial picture
Our approach to designing your investment portfolio is different. It starts with a deep understanding of where your are in the investment lifecycle. A team of professionals can be brought into the financial planning process, all working together to give you the highest probability of achieving your financial goals.
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
Perissos Private Wealth Management, we maximize your after-tax returns and provide you with peace of mind during tax season.
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 Certified Financial Advisors 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 VanLandingham, CFA, CMT, CFP
Brandon is the founder and Chief Investment Officer of Perissos Private Wealth Management, a full-service 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 for 18 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.
Christi Powell, CFP®, RICP®
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.
Greg Biggs, AIF
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.
What Services Do We Provide?
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. Our financial planning process results in a highly personalized approach consistent with your needs and goals.
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.
