The Piton empowers climbers to ascend to greater heights than they could otherwise. Piton Wealth serves clients with comprehensive financial planning to achieve their goals and ascend to still more. Piton Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Piton Wealth and Thrivent Advisor Network, LLC are not affiliated companies.
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11257 W Clearwater Ave
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Kennewick, Washington 99336, US
Kennewick, us
The Piton team has something extra special to celebrate today. Congratulations, Nick! Fantastic! Well earned and well deserved! 🎉 #CFALevelI #pitonwealth
I’m happy to share that I’ve obtained a new certification: CFA Program Level I from CFA Institute!
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Congratulations to all the amazing young professionals recognized this year, including our own Nicholas Mercer, CFP®and a huge thank you to the Tri-Cities Area Journal of Business for continuing this tradition and putting on such a splendid event! 👏
Congratulations to this year’s Young Professionals! #YP2024 Read more about them here: https://lnkd.in/gAN-VYBH
Piton is so joyful and proud to have two Wealth Advisors, Michelle A. Clary CFP®, ChFC®, CLU®, RICP®, AEP® and Nicholas Mercer, CFP®, recognized among the 2023 Voices in Philanthropy by Thrivent Charitable Impact & Investing®. Michelle, additionally, through many years of generosity of her clients, also has the recognition of being in the Voices in Philanthropy (VIP) Hall of Honor by Thrivent Charitable Impact & Investing®. Thank you to all Piton clients who live out their values by creating the change in their communities and the world that matters most to them. Join us in reading the full news article, announcing this year’s honorees: https://lnkd.in/gA3vxvni For important disclosures see Important Disclosures https://lnkd.in/gfDBGG8H
An incredibly inspiring and fun read from our CEO & Founder, Michelle A. Clary CFP®, ChFC®, CLU®, RICP®, AEP®!! Thanks to our friends at the Tri-Cities Area Journal of Business for the opportunity! Check it out and let us know your thoughts! #financialplanning #leadership #pitonwealth
https://lnkd.in/gn-AjbaD Juggling glassybabies while driving the Tesla on auto pilot? (Had to throw that in there just to make sure readers didn’t “fall asleep at the wheel”! 😎) Thank you to our friends at the Tri-Cities Area Journal of Business for a fun interview and a long time partnership!
The Piton team is delighted to celebrate Wealth Advisor Nicholas Mercer, CFP®, who was selected this year as one of the 2024 Young Professionals by the Tri-Cities Area Journal of Business! Watch for the special issue about Nick and the other honorees coming out in May! Congratulations, Nick! No fee was paid by Piton Wealth or Thrivent to Tri-Cities Journal of Business in exchange for this recognition. See rules at https://lnkd.in/dgqD7-p.
Piton team member update: Recently, Wealth Advisor Nicholas Mercer, CFP®’s sister-in-law (Amanda) was helping out an orphanage/School in Africa. Nick, his wife Leah + lots of family and friends were able to come together to sponsor the school. The Piton team both professionally and personally enjoys spotlighting a little bit of light and goodness that we hope will blossom into happier, fulfilling lives for the children there. #livegenerously
A heartfelt and hearty THANK YOU to everyone who made the Women's Tea at the Conrad Mansion on Friday such a success!! Aaron Ells, CFP®, Gladys Smith and the entire Piton team thanks the incredible staff at the Conrad and all the attendees, some familiar faces, some new, who came together for an unforgettable tour, tea party and compelling conversation. This was just one event in an ongoing journey for very special clientele in the community of the Flathead Valley, so watch for more to come! To learn more about Aaron's work, read the latest issue of Piton's free, public newsletter, Fresh Advice, at https://lnkd.in/gj8mJZ6x.
Fresh Advice, the free, public newsletter from Piton Wealth, goes out to subscribers today! This is a very special issue spotlighting an initiative by our advisors for a very special clientele. Check out this issue to learn about this work and some amazing stories! Aaron Ells, CFP® Check out the newest issue and the entire Fresh Advice archive at https://lnkd.in/g4P2bXVM #pitonwealth #financialplanning
So much to celebrate here! We are excited and grateful for everything that this organization does!
Take a look at our highlights from a fantastic week of Women Build 2024! This year, volunteers helped build a classroom that will be used for homebuyer classes and volunteer trainings. We also held workshops focused on basic skills in using power tools, framing, drywall installation, irrigation and electrical systems, furniture upgrades and gardening. Thank you to all who contributed and participated in this fun event!
Piton Wealth Advisor Kaitilin Newman, CRPC® was interviewed for a feature about retirement planning. You can read what she says and the whole article in the latest issue of the Tri-Cities Journal of Business (p. A19) at https://lnkd.in/gkVyq7TT Way to go, Kaitilin!