Scott Krowczyk
Managing Director, Wealth Management
Scott and his team provide objective perspectives with sophisticated tools and a disciplined approach, partnering with clients to understand their needs and goals and consistently striving to provide the best possible service.
Scott is a seasoned wealth management professional with over 20 years of experience helping high-net-worth individuals, families, business owners, and nonprofit organizations navigate complex financial landscapes. As a Managing Director at Choreo, Scott specializes in business transition and transaction planning, generational wealth planning, estate planning, financial planning, and retirement planning.
Scott and his team take a disciplined, objective approach to wealth management, leveraging sophisticated tools and strategies to help clients achieve their financial milestones. His expertise extends to fiduciary advisory services, including investment selection, model portfolio construction, portfolio management, and due diligence monitoring for corporate retirement plans and nonprofit organizations.
Additionally, Scott collaborates closely with CPAs and other professionals to integrate tax planning, estate strategies, charitable giving, and college planning into comprehensive financial solutions. Before joining Choreo, he served as a Wealth Management Principal at RSM US LLP, where he played a key role in advising affluent clients on investment and financial planning strategies.
Scott is committed to delivering exceptional service, providing clients with clarity and confidence in their financial futures.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- State of Illinois Insurance Licenses
- Accredited Investment Fiduciary®
EDUCATION
- Master of Business Administration, Northern Illinois University
- B.S., Business Administration, Pepperdine University
