Investment Management
Fresh Advice: Piton Investment Team Series
April 2026: Gaming Financial Literacy for the Family, Especially Children
April 15, 2026
April is Financial Literacy month! The Fresh Advice team gathers together some fun tips to families, and especially younger generations, improve financial literacy.
March 2026: The Piton Investment Team part 3
March 15, 2026
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
February 2026: The Piton Investment Team, part 2
February 15, 2026
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
The Piton Investment Philosophy and Process
MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO, Senior Wealth Advisor & CHUCK ETZWEILER, MBA, CFP®, CIMA®, CMT, Senior Vice-President of Research