IS PITON THE RIGHT FIT FOR YOU?
Why do we ask?
At Piton Wealth, our mission is to help everyone achieve their financial goals with tailored plans. When your needs align with our expertise, we commit to delivering exceptional service. If your situation isn’t quite there yet, we provide a FREE service to support you until it is.
LET'S DIVE IN
Are any of these areas important to you now or in the future?
• Retirement
• Education funding
• Investment planning
• Gift and charitable strategies
Becoming a Piton client requires a minimum of $250K in investable assets, such as those in an IRA. This amount can be spread across multiple accounts (unlike other firms that require it in a single account). Does this describe your financial situation?
If so, click the below button to schedule a free phone call with a specialist who can help align your interests with Piton’s services.
If this doesn’t match your current situation, consider using a FREE service, Money Canvas, to find a secure financial path forward.
If you are uncertain, give us a call or schedule a consultation to find out more. (509) 582-0570 or info@pitonwealth.com
Media Inquiries
If you would like to interview one of our Advisors
or are looking for an education speaker,
please call 509.582.0570 or email info@pitonwealth.com.
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 #LiveGenerously