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 The Navigated Journey™ coordinates retirement, investments, estate planning, tax strategy, and charitable giving into one comprehensiveapproach designed specifically for you.

01 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.

100% CFP® Team

Every advisor at Piton Wealth holds the CFP® designation—the profession’s gold standard in financialplanning. 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