Michelle Clary is the Founder, CEO, and Senior Wealth Advisor at Piton Wealth, a firm dedicated to providing comprehensive financial planning services that align with clients' life goals and holistic wellness. She holds multiple professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Accredited Estate Planner (AEP®). Michelle's commitment to excellence has been recognized nationally, ranking #16 in AdvisorHub's 2022 Advisors to Watch list, and she has received honorable mention for the 2022 Invest in Others Volunteer of the Year Award.
In this episode…
Many people spend their lives growing their assets but hesitate when it comes to giving back, often unsure of the right timing or strategy. But what if generosity wasn’t just an afterthought, but a core part of financial planning?
According to Michelle Clary, a nationally recognized financial expert, true financial success isn’t measured solely by assets under management but by the impact those assets create. She highlights how shifting the focus to "assets under distribution" can reframe wealth as a tool for purpose-driven living. By strategically giving during one’s lifetime, individuals not only maximize their influence but also strengthen the causes they care about. Through her innovative approach, she challenges traditional financial mindsets and helps clients align their money with their values.
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO, and Senior Wealth Advisor at Piton Wealth, to discuss how generosity can redefine financial success. They explore why giving during your lifetime creates a greater impact, how to strategically distribute wealth, and the emotional rewards of generosity. Michelle also shares how she and her clients build a legacy of giving that extends across generations.
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