Piton Wealth

10/26/2026

There is no fear in love, but perfect love casts out fear - 1 John 4:18

10/24/2026

Happy Birthday to our handsome, athletic, and incredibly energetic Wealth Advisor Aaron McGaughey! Clients, friends of Piton, co-workers and friends all enjoy and benefit from his generosity and talent, as a handyman, as a financial planner, and beyond. Please thank him and wish him the happiest of birthdays for all he does!

10/22/2026

Michelle Clary is honored to be presenting at this year’s Kitces Financial Planning Value Summit on December 10.
The Piton team has learned a lot over the years from watching other advisors share how they actually run their practices, so it means a lot for her to be on the other side of that this time. She’ll be sitting down with Michael Kitces and Taylor Schulte to screenshare part of how we work with clients at Piton Wealth.
If you’re an advisor who likes seeing the real thing rather than theory, join us! It’s virtual, 12-4 PM ET.
Registration link in comments!

10/20/2026

The Piton Team has been sharing questions that you can ask Financial Advisors to make helpful comparisons. For this final issue in this special 3-part series of Fresh Advice, the team reviews lessons from an amazing example of a life of generosity, so you can explore advisors who support you when you support the causes you are passionate about! This new issue has just dropped to subscribers and you can view it now at:

https://pitonwealth.com/investment-resources/fresh-advice-newsletter-archive/

Check it out and share with anyone who can benefit from it! This is a free, public resource brought to you monthly from the Piton Wealth team!

10/15/2026

Watch or listen to this episode to find out what make Piton Wealth unique!! https://www.youtube.com/watch?v=rVfxmWQtMh8

Expert wealth management services to grow and protect your financial future. Trust Piton Wealth for personalized strategies. Call 509-582-0570 today!

10/15/2026

TODAY! Piton clients, we are starting the final quarter of 2026, so be sure to attend today’s Piton LIVE Client Connector at 5:30-6:30pm PDT (6:30-7:30pm MDT). RSVP at https://pitonwealth.com/rsvp/ You can attend in-person events at either the Kennewick or Kalispell office, or watch online! However you attend, be sure to submit questions about what is important to you!

10/14/2026

Watch or listen to this episode to find out what make Piton Wealth unique!!

10/13/2026

What an exciting conversation about the wonderful work that the Piton team gets to do as we support clients in stewarding their wealth! Thank you, Meg and Mandy, for sharing your enthusiasm and intelligence alongside Michelle to unpack ways that growth and celebrating generosity are so inspiring and fuel great results (practical and beyond). Whether as a client, a potential client or a passionate part of our industry, we encourage you to check out this conversation! Then check out more episodes, the work of Thrivent Charitable, and the resources of Ficomm Partners. 🎊🥰

What happens when a wealth management firm actively encourages clients to move money out the door?

At Piton Wealth, those outflows are part of the plan. The firm tracks “assets under distribution” alongside traditional growth metrics, celebrating when clients use their wealth for family, charitable giving, and the goals they’ve spent years planning for. That philosophy also puts pressure on organic growth, requiring the firm to continually replace those assets while targeting 10% net new money each year.

Michelle Clary and Mandy Tuong join Meg to explore the connection between generosity, growth, advisor development, and how those pieces fit together.

Tune in to the latest episode of Growth Leaders of Wealth Management.

YouTube - https://youtu.be/rVfxmWQtMh8?si=bMMBR6hWhl5tToOV
Spotify - https://open.spotify.com/episode/4SnsEFW2ivbr0J7ymSBCoc?si=5bde135ef0894444
Apple Podcasts - https://podcasts.apple.com/us/podcast/29-piton-wealths-unusual-growth-metric-assets-under/id1755019522?i=1000796138533

10/12/2026

Each of you should give what you have decided in your heart to give, not reluctantly or under compulsion, for God loves a cheerful giver. - 2 Corinthians 9:7

10/08/2026

Piton clients! The next LIVE CLIENT CONNECTOR is ONE WEEK away, Thursday, October 15 5:30-6:30 PDT (6:30-7:30 MDT). Be sure to sign up at https://pitonwealth.com/rsvp/ As always, food and beverages will be provided for in-person attendees. Michelle & Chuck (and special guests!) will be providing updates on Piton and your portfolios. The team looks forward to seeing you there!