Question 1

What type of financial services does Perissos Private Wealth Management offer?

Accepted Answer

Perissos Private Wealth Management is a fee-only, Oklahoma state-registered financial planning and investment management firm that provides professional investment management, retirement planning, tax planning, income tax reduction, estate planning, Medicare, and Social Security retirement services.

Question 2

What is Perissos Private Wealth Management's approach to wealth management?

Accepted Answer

Perissos Private Wealth Management's approach to wealth management is focused on "redefining wealth" and providing comprehensive wealth management services to their clients.

Question 3

Is Perissos Private Wealth Management a fiduciary?

Accepted Answer

Yes, Perissos Private Wealth Management is a fee-only firm, which means they are required to act as fiduciaries and work in the best interests of their clients.

Question 4

What types of resources and educational materials does Perissos Private Wealth Management provide?

Accepted Answer

Perissos Private Wealth Management provides a variety of resources and educational materials to their clients, including educational videos, research and insights, and online forms and account access.

Question 5

What geographical area does Perissos Private Wealth Management serve?

Accepted Answer

Perissos Private Wealth Management is an Oklahoma state-registered financial planning and investment management firm, so they primarily serve clients located in Oklahoma.

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Frequently Asked Questions about Perissos Private Wealth Management

What type of financial services does Perissos Private Wealth Management offer?

What is Perissos Private Wealth Management's approach to wealth management?

Is Perissos Private Wealth Management a fiduciary?

What types of resources and educational materials does Perissos Private Wealth Management provide?

What geographical area does Perissos Private Wealth Management serve?

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