Patrick Ritter
Efficient financial plans and investing for busy skilled trades professionals
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stress-free and outstanding. Patrick keeps his eye on the ball so I don't necessarily have to.", "author": "John Scotsman", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "It was great, he is very kind and helpful. He helped me set out a plan and start setting up my future. ", "author": "Nathaniel Meinershagen", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "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! ", "author": "Melanie Lyons", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "My experience has been nothing short of perfection. Very enlightening, information, and always treated with the utmost respect.", "author": "Kim Jackson", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
4
Client Reviews
1% to 1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$0
Minimum Investible Assets
What Our Clients Say
5.0
4 Client Reviews
John Scotsman
October 31, 2025
Current client since 2001
5.0
Reason for working with Patrick Ritter
his integrity is beyond reproach.
Experience working with Patrick Ritter
Stress-free and outstanding. Patrick keeps his eye on the ball so I don't necessarily have to.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stress-free and outstanding. Patrick keeps his eye on the ball so I don't necessarily have to.", "author": "Patrick Ritter", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Nathaniel Meinershagen
October 21, 2025
Current client since 2025
5.0
Reason for working with Patrick Ritter
I needed to figure out my finances and a plan to work on for my future.
Experience working with Patrick Ritter
It was great, he is very kind and helpful. He helped me set out a plan and start setting up my future.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
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
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "It was great, he is very kind and helpful. He helped me set out a plan and start setting up my future. ", "author": "Patrick Ritter", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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.
-Retiring blue collar professional retirement income planning.
Clients who wouldNOTbe a good fit
Family Office, Ultra High Net Worth, International Planning Concerns
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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