Banking wealth management services in Lake Bluff, Illinois

Regatta Wealth Management, LLC is a finance institution located at 10 East Scranton Avenue in Lake Bluff, Illinois, United States. We offer comprehensive wealth management services to help our clients achieve their financial goals and secure their financial future. Our experienced team of financial advisors provides personalized investment strategies, retirement planning, estate planning, and more to meet the unique needs of each client. At Regatta Wealth Management, LLC, we are committed to providing top-notch financial services and helping our clients navigate the complexities of the financial world with confidence.

Pasquesi Sheppard: David A. Schafer CPA is an accounting and finance institution located at 585 North Bank Lane in Lake Forest, Illinois, United States. David Schafer has been a member of the firm since 1992, offering tax, accounting, attestation, and consulting services to clients in various industries such as construction, distribution, retail, service, and manufacturing. He provides guidance to business owners on accounting and tax matters related to startup, acquisition, and sale of businesses, as well as everyday consulting issues. David also works with high net worth individuals and families, assisting them with bookkeeping, tax compliance, and planning. He is a member of professional organizations such as the American Institute of Certified Public Accountants, the Illinois CPA Society, and the Lake County Contractors Association. Additionally, David is actively involved in the Rotary Club of Lake Forest and Lake Bluff, serving on the Board of Directors. In his free time, he enjoys following both professional and amateur sports. David resides in Gurnee with his wife and two children.