Navigating your financial future can look a lot like
mountaineering. Exhilarating, but hazardous. The success
or failure of your journey depends not only on your
progress, but also how well you plan and prepare for the
climb ahead.
 
     
    We believe financial planning should take place in the
context of a personal and ongoing relationship. Our
unique approach, The Navigated Journey™, guides
clients through four planning phases: discover, design,
realize, and achieve.
 
 

about us

Piton Wealth is an independent
practice of Thrivent Financial.
Our team specializes in estate,
wealth, and charitable planning,
as well as business succession
and executive compensation
planning for high net-worth
families, business owners, and
senior executives.

Piton Wealth founder and CEO
Michelle Clary, has been a Wealth
Advisor with Thrivent Financial
since 2000. Her extensive training
and experience as a Certified
Financial Planner™ has led the
Piton Wealth team to one of the
highest client satisfaction ratings
at Thrivent Financial.

With more than $136 billion in
asset under management/
advisement (as of Dec. 31, 2017)
Thrivent Financial is a membership
organization of Christians, founded
in 1908, that offers a variety of
financial services, including
managed investment and
retirement accounts, as well as
risk management products.

   
   

 

 

 
 

 

Piton Wealth is an independent practice of Thrivent Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S. Not legal, accounting or tax advice. Consult your attorney and/or tax professional. Licensed agent/producer for insurance products offered by Thrivent Financial, marketing name for Thrivent Financial for Lutherans, Appleton, WI. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not available in all states. Registered representative for securities offered through Thrivent Investment Management Inc., Minneapolis, MN. Member FINRA and SIPC. Fee-based investment advisory services available through investment advisor representatives only. Thrivent.com/disclosures.

Licensing
Michelle Clary is licensed to do business in AZ, CA, CO, FL, GA, ID, MN, MT, NY, OR, PA, VA, WA, and WI. CA Life/Health Insurance License ID 0E44140, CA Securities Insurance ID 124624, CA Variable Annuity Insurance ID 0E44140, CA Variable Universal Life Insurance ID 0E44140. Licensing is available through your State Insurance Department’s website, which can be located through the NAIC website.
Check the background of our representatives on FINRA's BrokerCheck.

 
      2038269-022318