MEDIA
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New & Fresh
July 2024 – Piton Wealth team CEO & founder Michelle Clary again made the ranked list from AdvisorHub of Advisors to Watch! (this year in the Women to Watch Category). She has now appeared on these ranked list for three years in a row. Congratulations, Michelle!!! —AdvisorHub Magazine
May 2024 – Nick Mercer honored in the Young Professionals Class of 2024 by the Tri-Cities Area Journal of Business. – photo gallery, feature
May 2024 – Michelle Clary and Nick Mercer each recognized as a VIP (Voice in Philanthropy) by the Thrivent Advisor Network. – press release
April 2024 – A Q&A with Michelle Clary about leadership. – Tri-Cities Area Journal of Business
February 2024 – An article by Nick Mercer about analogies between financial planning and careers in science and engineering. – Tri-Cities Area Journal of Business
February 2024 – An article by Kaitilin Newman is interviewed in an article about retirement planning. – Tri-Cities Area Journal of Business
February 2024 – Piton Wealth Advisor Aaron Ells earns Certified Divorce Financial Analyst (CDFA®) designation. – press release
January 2024 – Piton Wealth Advisor Aaron Ells reports on the inaugural meeting of the Northwest Montana Estate Planning Council. – press release
Recent & Ongoing
December 2023 – An article by Nick Mercer about Roth IRA’s even for the very, very young and related tips about college financing. – Tri-Cities Area Journal of Business
November 2023 – An article by Kaitilin Newman about the charitable opportunities of Qualified Charitable Distributions (QCD’s). – Tri-Cities Area Journal of Business
October 2023 – An article by Michelle Clary about the current state of the 10-year rule for inherited IRA’s. – Tri-Cities Area Journal of Business
September 2023 – Overview of Music & Munchies and fundraising for Habitat for Humanity Tri-County Partners – Press Release
September 2023 – Planning for a Lifetime of Wellness, By Michelle Clary published by Taylored Living Magazine, LLC.
August 2023 – Piton Wealth voted GOLD in the Financial Planner category in Tri-Cities Best Magazine.
July 2023 – Thrivent Charitable honors Clary for philanthropic work. This recognition honors Clary for charitable planning work with clients – Press Release
June 2023 – Piton Wealth team CEO & founder Michelle Clary again made the ranked list from AdvisorHub of Advisors to Watch! (this year in the Fastest-Growing Category). Congratulations, Michelle!!! —AdvisorHub Magazine
March 2023 – Living a Goal Oriented Life, By Michelle Clary published by Taylored Living Magazine, LLC.
January 2023 – Interview with CEO & Founder Michelle Clary on Talk with Taylored Living, a podcast by Taylored Living Magazine, LLC. (Read Transcript or Listen to Podcast)
September 2022 – Piton Wealth team CEO & founder Michelle Clary made the first-ever ranked list from AdvisorHub of Advisors to Watch! (#16 of 50, advisors under $1B, see page 12). Congratulations, Michelle!!! —AdvisorHub Magazine
2022 Honorable Mentions-Invest In Others – Michelle Clary selected as an Honorable Mention for the Volunteer of the Year Award in the 2022 Invest in Others Awards.
June 2022 – Michelle Clary honored by Thrivent Charitable Impact & Investing for philanthropic work. – Press Release
June 2022 – Aaron Ells honored by Thrivent Charitable Impact & Investing for philanthropic work. – Press Release
June 2022 – Michelle Clary, “5 Meaningful Ways You Can Invest in Your Family’s Financial Future.” – Taylored Living
March 2022 – Michelle Clary earned the Accredited Estate Planner Designation. – Accredited Estate Planner
February 2022 – An article by Nick Mercer about “What to expect – financially – when you’re expecting.” – Tri-Cities Area Journal of Business
September 2021 – An article by Michelle Clary about the changes to watch for in estate planning. – Tri-Cities Area Journal of Business
July 2021 – Michelle Clary selected as Favorite Female Founder. – Taylored Living
June 2021 – An article about how Piton clients have become more optimistic, more generous and more proactive. – Rethinking65 Article
May 2021 – Michelle Clary honored by Thrivent Charitable Impact & Investing for philanthropic work. – Press Release
April 2021 – Michelle Clary, CEO and Senior Wealth Advisor of Piton Wealth, was quoted in a recent article in the national Financial Advisor Magazine. – FA Magazine Article
October 2020 – Piton Wealth acquires new office in Kalispell, MT. – Press Release
August 2020 – Piton Wealth founder and CEO, Michelle Clary, has been accepted into the Stanford Graduate School of Business Leadership Series. – Press Release
July 2019 – Piton Wealth hosted a backyard concert by singer-songwriter James Lanman to benefit Habitat for Humanity: Tri-County Partners. Together they raised over $5,000 for the cause! – Press Release
November 2018 – Michelle Clary, CEO and Senior Wealth Advisor of Piton Wealth, was named to InFaith Community Foundation’s Board of Directors effective February of 2019. – Press Release & InFaith Annual Report
May 2018 – Kennewick financial planner ventures into independent practice. – Tri-Cities Area Journal of Business
Archives
December 2018 – The Maier family is highlighted in the 2018 Thrivent Annual Report by President & CEO Terry Rasmussen and Thrivent Chair of the Board, Bonnie Raquet. . – Download PDF
May 2017 – Values-based investment growing in Tri-Cities, nationwide. – Tri-Cities Area Journal of Business
December 2016 – Building on the Apostles: A community of churches sets out to construct a home but ends up building so much more. – Thrivent Article
March 2016 – Washington’s partnership with insurance agencies strengthens long-term care policies. – Tri-Cities Area Journal of Business
December 2015 – New Thrivent Financial Building. – Tri-Cities Area Journal of Business
February 2014 – As seen in Forbes, Fortune, and Money: Customized Plans for a Confident Financial Future. – Forbes Article
Social Media
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November 2023 – An article by Kaitilin Newman about the charitable opportunities of Qualified Charitable Distributions (QCD’s). – Tri-Cities Area Journal of Business
November 2023 – An article by Kaitilin Newman about the charitable opportunities of Qualified Charitable Distributions (QCD’s). – Tri-Cities Area Journal of Business