Operational updates regarding COVID-19

We appreciate your patience and understanding as we maneuver through these challenging times. Please watch this message for a full update from our CEO & Senior Wealth Advisor, Michelle Clary.

We are still in the office as of today, but may be transitioning to a remote work strategy over the weekend: Our Piton team has been hard at work from our Kennewick office, and we also have systems ready for a remote work-from-home transition that could be executed as early as next week.  We are fully set up for effective and efficient remote work if necessary, and in this eventuality, we will be forwarding our Piton Wealth phones to our cell phones during regular business hours.

Effective starting next week, client meeting will be Virtual and Phone: In an effort to follow guidelines issued by national and local health authorities, all meetings will be virtual through Adobe Connect or the phone for the time being. We are grateful that technology provides the flexibility and opportunity to stay closely connected while implementing protective measures.  When we call to confirm your scheduled appointments, we will provide instructions for logging into our virtual meeting portal or if you prefer a phone call, we will just confirm the number you would like us to use to reach you.   Fortunately, we have been using virtual and phone meeting capabilities for several years.  About 30% of our clients are not local to our office in Kennewick- proving that we work very effectively on your behalf over the phone and virtually.

Updated contact info: Please remember that effective last month with our transition to the Thrivent Advisor Network, our email addresses are now @pitonwealth.com, not @thrivent.com. You can also send an email to either team@pitonwealth.com or to me directly at michelle.clary@pitonwealth.com and your message will be routed to the appropriate party.

As always, your Piton Wealth team is honored and grateful to be on this journey with you, and please do not hesitate to reach out to us at 509-582-0570 if you have any questions.

Our April 15th Shred Day has been postponed.  Once it is rescheduled, we will update our Events Page on our website.

Click here for some timely insights from the leadership at Thrivent Financial.

Our May 1st “Decoding the Pension Puzzle” workshop is still taking place but it is now a virtual workshop only.  Please email rsvp@pitonwealth.com to confirm your attendance for this virtual workshop and receive the link to attend remotely!

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