Regatta Wealth Management, LLC

Financial ServicesIllinois, United States1 Employees

Regatta Wealth Management, LLC is a financial services firm based in Lake Bluff, Illinois. Founded by Ann Rieder, CFP, BFA, it combines strategic investment management with a personalized financial planning approach to help clients understand the rationale behind recommendations and their financial options. The practice serves individuals, families, trusts, estates, charitable organizations, and businesses across the North Shore and Chicagoland area. Securities and advisory services are offered through Cetera Advisors LLC, a broker-dealer and registered investment adviser, which operates independently of Regatta Wealth Management. The firm follows a process that includes setting financial objectives, developing wealth accumulation and retirement income strategies, implementing an investment program, and conducting ongoing reviews to manage risk and preserve assets.

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