What Piton Wealth does

Piton Wealth is a privately held registered investment advisory firm founded in 2018 by Michelle Clary, headquartered in Kennewick, Washington, with a second office in Kalispell, Montana. The firm provides comprehensive wealth management services to individuals and families nationwide, with a deliberately small, select client base organized around pre-retirees and retirees, business owners anticipating liquidity events, and high-net-worth households with complex multi-state or legacy planning needs.

Its core offering is built around a proprietary four-phase planning methodology called The Navigated Journey™, which coordinates retirement planning, investment management, estate planning, tax strategy, charitable giving, and protection planning into a single integrated workflow. The investment management component uses portfolios designed in-house and overseen through weekly Investment Committee meetings, while the financial planning component is offered either standalone (~$1,500/year) or bundled with investment management on a fee-based subscription.

Piton Wealth makes money through two recurring fee streams: an annual financial planning fee (typically $1,500/year, varying with complexity) and percentage-based investment management fees on assets under management. The firm operates under the Thrivent Advisor Network, LLC registered investment adviser framework, which provides regulatory and operational infrastructure, while client assets are custodied at separate unaffiliated broker-dealers. The team of approximately 14 includes 100% CFP®-certified advisors with executive education from Wharton, Stanford, and MIT, supported by paraplanners and dedicated marketing/event coordinators. Go-to-market is consultative, beginning with a complimentary alignment call, and is supplemented by community events, a monthly newsletter, an educational video library, and a Refer-a-Friend program.

Name

Piton Wealth

Legal name

Piton Wealth

Website

https://pitonwealth.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Piton Wealth is a privately held registered investment adviser serving pre-retirees, retirees, business owners, and high-net-worth households nationwide with integrated financial planning and investment management delivered through its proprietary Navigated Journey™ process.

Ownership category

akta.pro rank

Headquarters

HQ city

Kennewick

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Services: Annual fee-based financial planning service that is comprehensive and incorporates estate planning, retirement planning, tax planning, charitable giving, and protection planning. Fees are typically $1,500 per year but can vary based on complexity of the client's financial situation.
2. Investment Management Services: Fees based on a percentage of assets under management. Piton earns more as client assets grow, aligning firm interests with client outcomes. Investment Management portfolios are designed by Piton and measured against established professional benchmarks.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels10 records

Core offering

Piton Wealth delivers fee-based comprehensive financial planning and investment management services to individuals and families across the United States. Its flagship offering, The Navigated Journey™, is a proprietary four-phase process that integrates retirement planning, estate planning, tax strategy, charitable giving, and portfolio management into a single coordinated strategy. Financial Planning is priced as a recurring annual fee (typically $1,500) and Investment Management is charged as a percentage of assets under management, with both overseen by a 100% CFP® certified advisory team.

Product overview

Piton Wealth offers a unified wealth management platform built around its proprietary The Navigated Journey™ process, combining two core services: Financial Planning and Investment Management. Financial Planning is comprehensive, incorporating estate planning, retirement planning, tax planning, and protection planning as integrated components (typically $1,500/year). Investment Management provides portfolio management with proprietary portfolios and weekly Investment Committee oversight. Supporting products include the Fresh Advice Newsletter (monthly insights), Educational Videos, the Investment Team Blog, and Quarterly Client Connector events. The firm serves clients nationwide from offices in Kennewick, WA and Kalispell, MT.

Differentiator

Problem solved

Functional benefit

Brands

• The Navigated Journey™: Proprietary integrated financial planning process that coordinates retirement planning, investments, estate planning, tax strategy, and charitable giving into one comprehensive approach.

Products and services

• Financial Planning Comprehensive annual financial planning service that integrates estate planning, retirement planning, tax planning, charitable giving, and protection planning into a single coordinated strategy for individuals and families. Fees are typically $1,500 per year and can vary based on the complexity of the client's situation.
• Investment Management Portfolio management service in which client assets are held at unaffiliated custodians and managed in portfolios designed by Piton Wealth, measured against established professional benchmarks. The service is governed by weekly Investment Committee meetings and includes quarterly Client Connector updates from the firm's leadership and research team.

Quantifiable outcome

• Save $180,000+ in lifetime taxes through coordinated Roth conversion strategy
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Thrivent Advisor Network, LLCcoreImplementation/ SI/ Consulting PartnerInvestment advisory services are offered through Thrivent Advisor Network, a registered investment adviser. Piton Wealth operates as a 'doing business as' name under Thrivent's regulatory framework. Clients engage separate unaffiliated broker-dealers/custodians to safeguard investment advisory assets.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carson Group: One of the largest independent wealth management firms in the U.S., offering integrated financial planning, investment management, and advisor support to HNW clients and the advisors who serve them — closely comparable in service mix and client persona to Piton Wealth.
• Creative Planning: Comprehensive, fee-only RIA offering integrated financial planning, investment management, and tax services to HNW individuals and families; operates across a similar client persona with a comparable integrated-planning model.
• Buckingham Wealth Partners: Independent RIA built on integrated, evidence-based financial planning and portfolio management for HNW clients; matches Piton on its planning-first, integrated-delivery positioning.
• Sequoia Financial Group: Fee-only RIA providing integrated wealth management and financial planning to HNW individuals and families; comparable in size, structure, and service mix to Piton.
• Modera Wealth Management: Fee-only RIA offering comprehensive, integrated wealth management to HNW clients and retirement plan participants; closely aligned with Piton's planning-driven, fee-only positioning at a similar firm size.
• Centerpoint Advisors: Boutique RIA providing integrated financial planning and investment management for HNW individuals and families; similar scope, persona, and recurring-fee revenue model.

Broad incumbents

• Mariner Wealth Advisors: Large multi-affiliate RIA consolidator offering integrated wealth management across financial planning, investment management, and tax services to HNW clients; much broader geographic and capability footprint than Piton, but serves the same client segment.
• Edelman Financial Engines: One of the largest independent financial planning firms in the U.S., combining workplace-plan participants with HNW advisory services; relevant scaled incumbent offering integrated planning.
• Hightower Advisors: Large RIA consolidating advisor teams; provides integrated wealth planning, investment management, and support services. Comparable HNW client focus, but at far greater scale via its acquisition-led model.

Emerging players

• Facet Wealth: Flat-fee financial planning and investment management firm serving HNW individuals with a technology-led delivery model; competes for the same persona but with a different channel/economics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pitonwealth
• LinkedInlinkedin.com/company/piton-wealth-thrivent-financial
• Instagraminstagram.com/pitonwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Piton Wealth