Sponsors

As a wealth management firm founded at the intersection of tax and wealth, Choreo has a long history of partnering with tax professionals to serve clients with advanced wealth and tax management needs. A key component of our mission at Choreo is to help educate our CPA partners about wealth, financial and estate planning, helping them add even greater value to the client experience – whether those clients are business owners, highly-compensated professionals, high-net-worth individuals, or families with generational wealth needs.

Today, we are a national registered investment advisor with over 200 professionals across more than 40 locations, managing approximately $27.2 billion in assets. Our team brings deep experience and specialized knowledge, holding more than 105 advanced credentials across financial planning, investment management, tax, and estate strategy.

Please see https://choreoadvisors.com/disclosures/ for more information.