Regatta Wealth Management

Wealth Management

Financial Planning &
Investment Management

Strategic Investment Management with a Personalized Approach to Financial Planning

Regatta Wealth Management

10 E. Scranton Ave.
Suite 301B
Lake Bluff, IL 60044
regattawm.com
Ann Rieder CFP®
Founder and President
Office: 847.604.4940
Mobile: 415.517.2276
E-mail: ann@regattawm.com
Susan L. Kelsey
Investment Advisor Representative
Office: 847.604.3924
Mobile: 312.213.6616
E-mail: susan@regattawm.com

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. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.