3rd Annual Pie Day
The Pie Day tradition continues, for the first time at the new Kalispell office! Piton clients and friends, watch for details via email in October, but mark your calendars. This year Piton’s charitable partner will be Child Bridge.
Piton Wealth
490 Cascade Loop
Kalispell, MT 59901
Q1 Live Quarterly Client Connector
CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler will update Piton clients on portfolio strategy and market developments to usher in the year 2027! A Q&A session will complete the session.
Q1 Client Advisory Meeting
This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
Q2 Live Quarterly Client Connector
CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler will update Piton clients on portfolio strategy and market developments over the first quarter of 2027! A Q&A session will complete the session.
Q2 Client Advisory Meeting
This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
Q3 Live Quarterly Client Connector
CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler will update Piton clients on portfolio strategy and market developments for the first half of 2026! A Q&A session will complete the session.
Q3 Client Advisory Meeting
This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.
Q4 Live Quarterly Client Connector
Don’t miss the final Live Client Connector of 2027! Along with features on recent Piton events, CEO Michelle Clary and Senior Vice-President of Research Chuck Etzweiler, with Market Analyst Craig Golden, will update Piton clients on portfolio strategy and market developments as part of the theme for the new year! A Q&A session will complete the session. The session will be virtual, but there will be live viewing options in both Piton offices.
Q4 Client Advisory Meeting
This is Piton’s regular meeting with a small group of clients, who provide wisdom and guidance so that the executive team always has clients’ perspective as they navigate the future of Piton’s journey.