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Patrick Ritter
Efficient financial plans and investing for busy skilled trades professionals
📍 Works with clients across the U.S.
Patrick Ritter | Financial Planning, Insurance Planning, Investment Management
5.0
Average rating
2
Client Reviews
1% to 1%
Percentage of Assets (AUM)
What Our Clients Say
5.0
2 Client Reviews
Profile picture of Kim Jackson
Kim Jackson
September 5, 2025
Current client since 2024
5.0
Reason for working with Patrick Ritter
Need to start planning more seriously for the future, not wanting to work until I'm dead.
Experience working with Patrick Ritter
My experience has been nothing short of perfection. Very enlightening, information, and always treated with the utmost respect.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Profile picture of Melanie Lyons
Melanie Lyons
September 24, 2025
Current client since 2024
5.0
Reason for working with Patrick Ritter
Some key factors regarding my decision to work with Patrick was his professionalism, kindness, and knowledge.
Experience working with Patrick Ritter
My experience with Patrick has been wonderful. He is prompt in his responses, helpful in assisting with investment planning, and expresses his support in both my personal and financial goals. I couldn't recommend him enough. An incredibly competent and compassionate individual!  
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.

Clients who would be a good fit

-New trades school graduates with high income trades career, low or no debt, and strong savings habits. -Blue collar business 401k plan education/advice services
-Retiring blue collar professional retirement income planning.

Clients who wouldNOTbe a good fit

I can provide general investment and financial planning advice to others too but prefer to focus on clients in this niche.

Minimum Financial Requirements

Annual Income
No minimum required
Investable Assets
No minimum required

Client Specialties

Services Offered

Service Pricing

Percentage of Assets (AUM)
1% to 1%
Flat Fee/Retainer
$1,000 to $2,500
Hourly Rate
$250 to $250

Meeting Options

Video meetings
In person meetings
Phone
Email
About Patrick Ritter
TradesWave Wealth is built to serve the busy trades professionals of today and the future. We provide efficient financial plans and personalized investing, allowing you to invest according to your interests, values, and concerns or in economic trends & opportunities you care about.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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