MEDIA
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New & Fresh
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