Built on Excellence, Driven by Partnership
Our journey to becoming a different kind of wealth management firm.
Where We've Been, Where We're Going
Piton Wealth began with a straightforward question: What would wealth management look like if we built it around client outcomes rather than firm growth?
From the beginning, we rejected the traditional model of offering standalone services and processing high volumes of clients. Instead, we committed to integration—coordinating every aspect of wealth management into comprehensive strategies. We required every advisor to hold the CFP® designation, not because it looked good on marketing materials, but because your financial future deserves the profession’s highest standard.
We invested in our team’s education, with advisors completing executive programs at Wharton, Stanford, and MIT. We developed proprietary processes like the Navigated Journey that systematically deliver coordination across all planning areas. We built systems designed to maximize client value rather than operational efficiency.
As we grew, we maintained our commitment to a select client base. We opened a second office in Kalispell, Montana to better serve clients in the Northwest, but we didn’t chase geographic expansion for its own sake. Today we serve clients throughout the United States—from California to Florida, Texas to New York—but we’ve never compromised on the intimate relationships that make comprehensive planning possible.
The wealth management industry continues to evolve, and we’re committed to staying at the forefront. We’ll continue pursuing advanced education. We’ll continue refining our integrated approach. We’ll continue finding ways to deliver even greater value to the clients who trust us with their financial futures. This is our journey, and we’re just getting started.
What Drives Us
Three Core Beliefs
Continuous Pursuit of Excellence
Every advisor at Piton Wealth holds the CFP® designation—the standard for financial planning. This certification requires comprehensive education, extensive experience, rigorous examination, ongoing ethics obligations, and continuous learning.
But we don’t stop there. Our team brings executive education credentials from:
Wharton School of Business -
Stanford Graduate School of Business
MIT Sloan School of Management
This commitment to education isn’t about credentials for their own sake. It’s about ensuring that every client benefits from some of the highest level of expertise available in our profession.
One Team, Two Offices, Nationwide Service
While our team is based in Kennewick, Washington and Kalispell, Montana, we serve clients throughout the United States with no geographic restrictions. Modern technology enables seamless collaboration regardless of location—the majority of our clients work with us remotely.
Kennewick, Washington Tri-Cities Office
Flathead Valley, Montana Office
The Piton team in Montana moved into a brand new office building in late 2025 to better serve clients in Montana and the surrounding region. This location reflects our commitment to accessibility while maintaining our nationwide service capability.
No matter where you’re located, you receive the same comprehensive, integrated wealth management. Our team collaborates seamlessly across both offices to deliver coordinated expertise for every client partnership.
Industry Recognition
Active in Our Professional Community
Estate Planning Councils
Through these roles, we:
- Contribute to professional education and development
- Share integrated planning expertise with peers
- Help raise the standard of coordinated planning in our communities
- Build relationships with other professionals serving our clients.
Why This Matters
Committed to Our Communities
We believe in supporting the communities where we live and work—both through professional leadership and philanthropic partnership.
Habitat for Humanity
Piton Wealth maintains a long-standing partnership with Habitat for Humanity, supporting their mission to build strength, stability, and self-reliance through affordable homeownership.
Our involvement includes
- Team volunteer participation
- Client fundraising initiatives that amplify our collective impact
- Ongoing support for local Habitat chapters.
Why Habitat for Humanity
Habitat’s mission aligns with our values: building foundations for long-term success, creating pathways to stability, and helping families achieve their goals through partnership and hard work. These same principles guide our approach to wealth management.
How Our Values Shape Our Work
Pursuit of Excellence
We're never satisfied with "good enough." Our commitment to continuous education, advanced credentials, and refined processes reflects our belief that your financial future deserves relentless pursuit of better outcomes.
Client-First Partnership
We focus on finding the right fit rather than closing every prospect. We maintain a select client base to ensure intimate relationships. We're honest when we're not the best match for someone's needs. This approach attracts clients who value transparency over high-pressure tactics.
Integrated Thinking
We see connections others miss. Retirement planning affects tax strategy. Investment decisions influence estate outcomes. Charitable giving creates optimization opportunities. We coordinate these interconnections because that's where value emerges.
Transparency & Clarity
Financial planning is complex, but our communication doesn't have to be. We explain strategies in accessible language, discuss fees openly, and ensure you understand not just what we're recommending but why.
Our Mission
This isn’t marketing language. It’s why we come to work every day.
Financial confidence means different things to different people. For some, it’s the certainty that retirement is secure. For others, it’s the freedom to make career changes, support family members, or pursue philanthropic visions. For many, it’s simply the peace of mind that comes from knowing every aspect of their wealth is coordinated and optimized.
Our job is to help you reach your version of financial confidence—whatever that means for your unique journey.
