Financial Planning to Simplify Your Life
Get Organized • Invest Wisely • Minimize Taxes
You deserve to relax and enjoy what you have.
Managing financial details can be stressful. It’s easy to get overwhelmed and miss an opportunity or make a mistake.
But you don’t have to do it alone.
Piton Wealth makes it easier
to get to where you want to go.
Organize your financial life and discover a clear path to your goals.
Financial Planning
We coach you through your goals using The Navigated Journey™, our custom planning process, and give you a workable plan built around what matters most to you.
Investment Management
We help align your portfolio to your needs, priorities, and risk tolerance, and watch over your investments, so you stay on track with your goals.
Getting Started is Easy
Schedule a complimentary meeting to find out if working together is the right fit for you.
Step 2: Design a Plan
Meet with our team to organize your financial life and set a path toward your goals.
Step 3: Simplify Life
Relax and be confident you’re doing it right, so you can focus on what matters most to you.
Trust your advisor, trust your decisions.
Our expert team has your back.
Credentialed
Our advisors meet the top standards in the industry for education and experience.
Fiduciary
We always put our client’s interests ahead of our own. Always.
Transparent
We’re a fee-based practice, so you never have to guess how we get paid.
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP® CEO/Founder
Welcome!
I’m a Pacific Northwest girl who grew up helping at my dad’s planning practice, and I saw firsthand his passion to help people achieve their financial dreams. It became my passion too.
That’s why I started Piton Wealth.
For 20+ years, our team has helped clients get organized, invest wisely, and minimize taxes. But our work is about more than managing money. We get to see lives changed and legacies built. Along the way, the people we serve become more than clients – they become family.
Find out how we can serve you too. Let’s talk!
