Patrick Cicchetti
I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.
Patrick Cicchetti · Rochester, New York
Is this you, Patrick ?
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About
Ryse Capital is a flat-fee advisory firm built for 7–8 figure business owners in trades, real estate, fitness, and other service industries. We help owners simplify complex finances, minimize taxes, and build lasting wealth. As a business owner myself, I understand the pressure of managing growth, cash flow, and long-term planning—and I bring that perspective to every relationship.
Who they serve
- High earners
- Ultra high net worth
- HENRY (high earner, not rich yet)
- Founders
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Social Security Planning
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Portfolio Management
- Philanthropic Planning
- Pension Planning
- Liquidity & Exit Planning
- Investment Management
Structured record
| Name | Patrick Cicchetti |
|---|---|
| Firm | Patrick Cicchetti |
| Location | Rochester, New York |
| Fee model | Flat Fee/Retainer · Hourly Rate · One-Time Financial Planning Fee |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 66 |
| Investment approach | Active management · Blend of both |
| Website | www.rysecapitalmanagement.com |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Sustainable & impact investing
- Pension planning