Piton Wealth

10/15/2026

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

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!

10/05/2026

Six years ago today, Brianna Esvelt joined Piton Wealth, and now it’s impossible to imagine the Piton team without her. She is our senior Wealth Paraplanner, leader and inspiration to other Paraplanners and rising Advisors, friend to all, and fiercest fan of all Piton pups! For all the incredible things she does, please join us in celebrating and congratulating Brianna today! (And wish Nugget a quick, robust recovery!)

10/05/2026

Six years ago today, Aaron Ells officially became part of the Piton team, but of course he and other team members have roots in the Flathead Valley planted decades before then. For all his years of dedication to Montana clients, along with the service and kindness he shares with everyone, please join us in celebrating and congratulating Aaron today!

10/02/2026

Piton clients! A new quarter has begun, so check your inboxes! You will be receiving the newest CLIENT CONNECTOR, emailed from your advisor. As always, it includes the latest updates from the Piton Investment Team about your portfolios. A printed copy will also come with your quarterly statement, but in the meantime be sure to sign up for the upcoming LIVE CONNECTOR, Thursday, October 15 5:30-6:30 PDT (6:30-7:30 MDT). https://pitonwealth.com/rsvp/ The team looks forward to seeing you there!

09/28/2026

He has made everything beautiful in its time. - Ecclesiastes 3:11