Core Wealth - Ritter - Financial Planning

Personal finance doesn't have to be difficult.

Let's work together to establish the bedrock of your financial goals.

Dan and Katie are your advisors.

"If you fail to plan, you plan to fail" as the saying goes. We understand that life happens, and when things don't go according to planned, we are your advocate to help you stay on track.

"Eyeball to Eyeball"

We play the role of your financial advocate. We love when you can stop by our office and talk to Dan about the current state of the economy.

Let's Meet!

Goal-Based Planning

We create strategies that are tailored to your needs and goals. Like a great fly fishing guide, we advise on the best tools to get the job done!

Build Your Financial Plan

Community Oriented

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

See What We're Up To

Whatever phase of life you're in, it's never too late to make a plan with a Financial Professional.

Schedule an Appointment

When you add us to your team, we can simplify your financial journey.

In addition to working together, we'll help you have your finances fit your lifestyle.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

We partner with you one-on-one to build an investment path that’s shaped by where you’re headed and what pace feels right. Think of it like preparing for a great trek - understanding your goals, your comfort level, and the terrain ahead helps us design a strategy that supports you every step of the way.

Whether you’re looking for more education or simply want someone to take the weight off your pack, we’re here as steady, professional guides. Our role is to advocate for you, help you move forward with confidence, and support your journey toward long-term success.

Meet the Ritter Team

Schedule an introduction with us below. We would love to hear your money story, and help you along your path toward financial freedom.

Financial Planning

When we say let's create the "Bedrock" of your financial success, we mean the solid foundation to build a road map of actionable goals. By having a fluid, up-to-date plan, we can help you stay on track.

Investment Management

We create custom portfolios that are designed to fit your lifestyle. We connect the strategy that matches your risk tolerance and investment objective. We leverage LPL's extensive research team along with years of experience in the financial industry.

Retirement

We like to call this "Financial Freedom". The IRS, Medicare or Social Security shouldn't determine your retirement date, you should. We are your team to get you there.

College Savings

Let's create the foundation for success at a young age. We can assist in 529 college savings plans and educate you on their strategy.

Financial Literacy

Everytime you leave the office we strive to make you "10 minutes smarter" regarding the world of finance. Whether it's personal finance or the current economic climate, we genuinely enjoy a good discussion.

Estate Planning

An effective estate plan starts with a conversation about what you want to happen in the future. We guide you to the most tax-efficient process of moving your assets to your loved ones and/or charities of your choice.

See What Our Clients Have to Say

"Dan and Kate are wonderful people and financial consultants. Their in-take process is smooth and painless, and their expertise is above the rest. I'm so happy I moved my accounts to them and have their guidance and counsel for all my financial and retirement needs."

- Sally Vering

This statement is a testimonial by a client of the financial professional as of 04/14/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Dan and Katie Ritter are such a great team. They are very patient and helpful in teaching about how retirement could look for you."

- Sarah Antonucci

This statement is a testimonial by a client of the financial professional as of 06/10/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

"Dan and Katie Ritter at Core Wealth are the best financial advisors out there. They take the time to educate you on all your options and are always willing to have a chat regarding your accounts. I'm grateful that they are putting my money to work in the market and I can be hands free!"

- Lexie B.

This statement is a testimonial by a client of the financial professional as of 04/18/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Call Us

406-624-6094

Address

315 Edelweiss Drive, Unit 8

Bozeman, MT 59718