The
Navigated
Journey™️

Navigating your financial future is a lot like climbing a mountain: exhilarating, but hazardous. Success depends on excellent planning, proper preparation and consistent execution – not just desire and effort.

An expert guide can help you get further, faster and – most importantly – more safely!

Our approach to planning  guides you through four phases:

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DISCOVER:

You pick the destination. Our team collects all the details and documents for your unique needs. Then we meet with you to clarify your values and set goals.

One-hour meeting scheduled two weeks after you provide data.

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DESIGN:

You carry the map. With your values and goals in mind, our team designs strategies to help you reach your destination. We meet with you to explore options.

One-hour meeting one to two weeks after the discover meeting.

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REALIZE:

You choose the path. We will meet with you to help you implement the financial strategies you’ve chosen.

One-hour meeting one to two weeks after the design meeting.

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ACHIEVE:

You climb with confidence. Our team is with you the whole way. We will meet with you regularly to check your path progress and pace.

Regular client meetings in person or via video chat.

Here’s what we do:

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FINANCIAL
PLANNING BASED
ON YOUR VALUES
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RETIREMENT
PLANNING
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WEALTH
MANAGEMENT
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WOMEN IN
TRANSITION
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MULTI-GENERATIONAL
PLANNING
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ESTATE & LEGACY
PLANNING

Taking the first step.

Your initial meeting with a Piton Wealth team member is complimentary. It’s intended to ascertain if you and we are a good fit. If so, we then review what your specific planning needs might encompass.

We divide planning services into three categories, based on complexity. We further customize each plan based on each client’s specific needs. We may also recommend specific wealth management strategies.

WEALTH MANAGEMENT STRATEGIES

Customized asset management strategies designed to allow you to achieve your investment objectives.

This service is designed for those who prefer to partner with a team of professionals in the management for their finances. Comprehensive risk analysis, current market analysis and review of your objectives will guide the creation of the most strategic path forward for your assets – and your life. Investment products under consideration may include stocks, mutual funds, exchange traded funds and/or other asset strategies.

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Piton Wealth’s investment philosophy

“To achieve satisfactory
investment results is easier
than most people realize;
to achieve superior results
is harder than it looks.”
-Benjamin Graham

Social Media

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You can also follow our hashtags: #ServeWell #PitonWealth #PitonSummit

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