Your Financial Journey, Expertly Guided
Comprehensive wealth management with an integrated approach
Everything Works Together
Your financial life isn’t separate pieces—it’s an interconnected system. Our proprietary process, The Navigated Journey™, coordinates retirement, investments, estate planning, tax strategy, and charitable giving into one comprehensive approach designed specifically for you.
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Alignment
02
Discovery
03
Strategy
04
Partnership
Planning Built Around Your Life, Not Ours
At Piton Wealth, your goals come first. Watch to learn how our fiduciary approach, fee structure, and personalized planning process work together to help you reach what matters most.
Piton Advisors are all CFP® Professionals
Every advisor at Piton Wealth holds the CFP® designation—the standard for financial planning. Our team brings executive education from Wharton, Stanford, and MIT.
How We’re Different
Integrated Approach
Everything coordinated, nothing in isolation
Select Client Base
Quality over volume, always
No High Pressure
We focus on finding the right fit
Nationwide Service
No geographic restrictions
Experienced Guides
CFP® professionals with advanced credentials guiding your journey.
Michelle Clary
CFP®, CLU®, ChFC®, RICP®, AEP®
Founder/CEO, Senior Wealth Advisor
Andy Clary
Chief Operating Officer
Chuck D. Etzweiler
MBA, CIMA®, CFP®, CMT
Senior Vice-President of Research
Connect & Learn
Regular insights from the Piton Investment Team
Regular Insights Newsletter Signup
Begin Your Journey
Schedule an alignment call to explore whether we’re the right fit for your financial future.