Regatta Wealth Management, LLC

Financial ServicesIllinois, United States0-1 Employees

Regatta Wealth Management LLC, was founded by Ann Rieder, CFP® BFA® 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 on the North Shore and Chicagoland area. 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.

Ann Rieder, Financial Advisor, CFP
NFLPA Registered Player Financial Advisor
10 E. Scranton, Suite 301B, Lake Bluff, IL  60045
847.604.4940

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.

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