Company intelligence
Choreo
We are passionate about improving the well-being of our clients, their families and everyone in our communities.
About Choreo
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
Verified activity
Signals from Choreo
4 published signals
Products & Services
Choreo integrated estate, tax, liquidity, business, and philanthropy advice into a single team conversation without handoffs.
Reported by Larry Miles
Products & Services
Choreo flagged buy-sell, exemption, and window issues before they become risk.
Reported by Larry Miles
People
Choreo introduced a standard for delivering advice across all three areas for every client.
Reported by Larry Miles
Customers & Market
Choreo acquired two of the firms that were part of the 2021 list of largest CPA-affiliated wealth practices.
Reported by Larry Miles