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315 Edelweiss Drive, Bozeman, MT 59718

406-624-6094
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Meet Your Team

When we work together towards your goals, your wins become our wins.

In 2024, there are 7.4 billion people on earth. That equates to 7.4 billion unique life experiences. When we sit down with you, we look forward to hearing your story - right up until the moment your path intersects with ours. After we understand your hopes, dreams, and fears, we will work together to build a financial plan and investment strategy that aims to take those fears away and make those dreams a future reality.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Dan Ritter

Dan Ritter, CFP®

Partner

(406) 624-6094

(406) 624-6153

daniel.ritter@lpl.com

Dan Ritter, CFP®, has been assisting clients and other professionals since 2007 after serving in the United States Marine Corps for 23 years. He has a BA in Social Science from Cal State San Marcos and an MA from the University of...
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Katie Ritter

Katie Ritter

Financial Advisor

(406) 624-6094

(406) 624-6094

Katie.Ritter@lpl.com

Katie is the newest addition to the Core Wealth family. After becoming fully licensed as an advisor in the Fall of 2023, she has spent her time diving into the Financial Planning aspect of wealth management. She graduated from Montana...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.