Financial Planning & Investment Management
Strategic Investment Management with a Personalized Approach to Financial Planning
Regatta Wealth Management
Wealth Management
Regatta Wealth Management
10 E. Scranton Ave.
Suite 301B
Lake Bluff, IL 60044
regattawm.com
Suite 301B
Lake Bluff, IL 60044
regattawm.com
Ann Rieder CFP®
Financial Advisor
Office: 847.604.4940
Mobile: 415.517.2276
E-mail: [email protected]
Financial Advisor
Office: 847.604.4940
Mobile: 415.517.2276
E-mail: [email protected]
Susan L. Kelsey
Client Service Associate
Office: 847.604.3924
Mobile: 312.213.6616
E-mail: [email protected]
Client Service Associate
Office: 847.604.3924
Mobile: 312.213.6616
E-mail: [email protected]
Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and registered investment adviser. Regatta Wealth Management and Cetera Advisors LLC are separate entities.
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