Regatta Wealth Management

Wealth Management

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Our Approach

Regatta Wealth Management, LLC was founded with a vision to combine strategic investment management with a personalized approach to financial planning. We work closely with our clients to ensure they understand the strategy behind our recommendations and are educated on their financial options.

Our mission is to be a trusted advisor to individuals, families, trusts, estates, charitable organizations and businesses. With each client we organize and set financial objectives, develop wealth accumulation and retirement income strategies, create and implement an investment program and conduct on-going reviews. It is through this process that we can seek to manage risk, invest with discipline and ultimately preserve and protect investment assets.

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.