
Hours:
9-5pm Monday through Friday. Usually closed noon-1pm. Fridays usually only by appointment.
Piton Wealth provides top-tier services in two areas: truly comprehensive financial planning and investment management services. With deep personal roots in the Flathead Valley, the Piton Wealth team of Kalispell is dedicated to individualized client service with the Navigated Journey™ process and a robust team of credentialed professionals. Financial Advisors specialize in clients with complexity that typically includes $250K or more of investible assets (which may be aggregated from multiple accounts). Further types of specializations include clients who have careers in the engineering or physicians professions, as well as divorcees and widows.
Piton Wealth simplifies the complexities of financial planning. We listen and focus on your needs to discover what is important to you at every stage of your life. We combine integrity and team to design an all-inclusive plan in your best interest. Our trademark process captures the picture of your tomorrow. We prioritize our relationship with you so you can realize the life that is important to you. Individual needs vary, but our attention to helping you achieve your dream does not.