Core Wealth - Ritter

Core Wealth - Ritter Welcome to the Ritter's page at Core Wealth! We are a father-daughter duo focused on goal-based financial planning and wealth management.

08/14/2026

Exam date: OCTOBER 29th, 2026! So much can change in a year, I set a big goal 12 months ago, and now it’s time to review and prepare for the CFP exam! Thankful for my BIF Babies study group, we will cross that finish line together! Liana Bekelian Deanna Kilgore

🇺🇸1776-2026🇺🇸 250 years old, wow!🤩Wishing everyone a safe and fun celebration. Smile and wave to your neighbor today! 🎆👋...
07/04/2026

🇺🇸1776-2026🇺🇸 250 years old, wow!🤩Wishing everyone a safe and fun celebration. Smile and wave to your neighbor today! 🎆👋❤️🤍💙

🥳 Happy Birthday to Dan the Man with the Plan!! We are so grateful for your leadership, support, and steadfastness.🍻Chee...
06/17/2026

🥳 Happy Birthday to Dan the Man with the Plan!! We are so grateful for your leadership, support, and steadfastness.🍻Cheers to a very solid Boss, Father, Husband, Opa, Certified Financial Planner, Marine, Golfer, and all around Human!! 🎉

🇺🇸 Reflections of a beautiful Memorial Day. We honor the service members who gave the ultimate sacrifice for our freedom...
05/28/2026

🇺🇸 Reflections of a beautiful Memorial Day. We honor the service members who gave the ultimate sacrifice for our freedom. We are so proud of Dan for all of the effort he exerts to make the parade a success every year! ❤️🤍💙 Thank you for the video Mikaela Dib!

Birthday wishes from our favorite Broker-Dealer! gives us incredible support so we can do the best for you! This has be...
04/16/2026

Birthday wishes from our favorite Broker-Dealer! gives us incredible support so we can do the best for you! This has been the greatest career pivot - I’m so grateful for another trip around the sun, in a field full of unlimited learning while helping people achieve their financial milestones. 🧚🏼‍♀️🥰

📊2026 Market Outlook Recap: We love getting our clients together and sharing our best ideas with you!BIG THANKS TO:🧠 bri...
04/02/2026

📊2026 Market Outlook Recap: We love getting our clients together and sharing our best ideas with you!

BIG THANKS TO:

🧠 bringing your expertise out from Boston
😍.co the beautiful event space & lovely hosting
😋 catering was so good, I’m bummed I didn’t snap a photo of the beautiful spread!
🫒 for the door prize
🤝 @ all of our clients that showed up to learn more and stay informed! You fill our cups 🥰

PS - if you have wicked FOMO and you’re sad you couldn’t make it - you can always give us a call - Dan would love to yap it up with you about the financial markets! 😉

This is a fun surprise: my boss is a cover model?!🤩🤯 thank you for this kind feature about the Ritters! We love our Boz...
03/04/2026

This is a fun surprise: my boss is a cover model?!🤩🤯 thank you for this kind feature about the Ritters! We love our Bozeman community!🥰

🥇Watching the Olympics the past couple of weeks has us in awe of the world's talent! This is a great perspective from Ja...
02/19/2026

🥇Watching the Olympics the past couple of weeks has us in awe of the world's talent! This is a great perspective from James Clear.

Address

315 Edelweiss Drive
Bozeman, MT
59718

Telephone

+14066246094

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