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A Wealth Partner Aligned With Your Interests — And Those Of Your Clients

We deliver a collaborative wealth experience that helps CPAs expand their client service and grow their firms.

More Than A Referral Source.
We're A Partner.

Choreo’s CPA Partner Program, the Choreo Partner Alliance, helps you prepare for future growth by maximizing the investment you’ve made in building your firm.

Partnership provides the opportunity to enhance your current services, add a new line of revenue, and offer a more well-rounded suite of wealth solutions for your clients.

What We Do For Our CPA Partners

Our core offerings include integrated financial, tax and estate planning, as well as comprehensive wealth management and retirement plan advisory services to investors.

When we partner with CPAs through the Choreo Partner Alliance, we deliver our wealth solutions as a value-added way for CPA Partners to improve their client service by offering seamless access to the full financial planning cycle.

How a Partnership Benefits You

Provide integrated tax and estate planning, investment management, and comprehensive financial planning through a trusted partner.

Leverage technology to equip your firm with opportunities to provide value-add services to significantly deepen client relationships.

Strengthen client retention by adding value to existing relationships via strategies that extend beyond tax management and a better client experience.

Deliver more service and support to your clients through a Choreo partnership, and give yourself greater ability to invest in your firm’s revenue and growth.

“Our value proposition is driven by a deep roster of talented professionals, a broad array of client solutions, and a technology platform built specifically for our CPA partners.”

Dave Winslow

Managing Director – Charlotte, NC

Let’s Talk

Want to learn more about Choreo? Let’s talk.

Whether you prefer in-person meetings or digital facetime, we want to talk with you how you want to. We look forward to listening to your needs.

Please submit this form below to reach a Choreo representative.

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The Choreo Partner Alliance Program is offered through Choreo Partner Alliance, LLC (“CPA”), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). CPA is an affiliate of Choreo, LLC, a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.
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