PLAN with PURPOSE

Set your goals with confidence.

It can be overwhelming to manage all the details of your financial life. With your future at stake, you need a plan and the assurance that you’re going the right direction. 

Whether your goal is a fulfilling retirement, leisure time with family, a charitable legacy, or simply having enough to live your dream–Piton Wealth can help you plan ahead for the life you want to live. With an expert guide at your side, you’ll go farther and faster. And more safely. 

Discover the path forward.

Our team gets to know you, your values, and your goals, so we can develop a unique financial plan that’s customized for you and your family, with services like:

Cash flow analysis

Retirement planning

Estate planning

Investment planning

Stock options analysis

Protection planning

Tax strategies

Gifting strategies

Education funding

Business planning

Begin your journey today.

Getting started is simple. We give you a planning engagement to sign, a checklist of documents to gather, and an appointment to drop off your documents—virtually or in person. Then you’re ready to begin our four-step planning process, The Navigated Journey™, and start making progress toward your goals.  

1

DISCOVER

Choose a destination.

Collect your financial details and define your goals. 

2

DESIGN

Create a map.

Design strategies and explore options to reach your goals.

3

REALIZE

Select your path.

Implement the financial strategies you’ve chosen. 

4

ACHIEVE

Climb with confidence.

Review your progress and adjust your plan as needed.

1-HOUR MEETING

2 weeks after we receive
your documents

1-HOUR MEETING

2 weeks after the
Discover Meeting

1-HOUR MEETING

2 weeks after the
Design Meeting

ONGOING MEETINGS

Regular meetings and a formal annual update

1-HOUR MEETING

2 weeks after we receive
your documents

1-HOUR MEETING

2 weeks after the
Discover Meeting

1-HOUR MEETING

2 weeks after the
Design Meeting

ONGOING MEETINGS

Regular meetings and a formal annual update

1

DISCOVER

Choose a destination.

Collect your financial details and define your goals. 

1-HOUR MEETING

2 weeks after we receive
your documents

2

DESIGN

Create a map.

Design strategies and explore options to reach your goals.

1-HOUR MEETING

2 weeks after the
Discover Meeting

3

REALIZE

Select your path.

Implement the financial strategies you’ve chosen. 

1-HOUR MEETING

2 weeks after the
Design Meeting

4

ACHIEVE

Climb with confidence.

Review your progress and adjust your plan as needed.

ONGOING MEETINGS

Regular meetings and a formal annual update

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.

Learn more about our investment philosophy and process in our video below.

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

Social Media

We invite you to follow us on social media by clicking on the icons below.
You can also follow our hashtags: #ServeWell #PitonWealth #PitonSummit

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