Our CPA Alliance Program provides you the opportunity to enhance your current offerings, add a new line of revenue, and offer a well-rounded suite of wealth solutions for your clients - allowing you to focus on your growth by maximizing the investment you've made in building your firm.
Through our CPA Partners we integrate financial, tax and estate planning, as well as comprehensive wealth management and retirement plan advisory services to help your clients translate wealth into fulfillment. We leverage the latest technology to provide value-add services in today’s fast moving digital world. By adding our expertise and wealth solutions to your client offerings, we help you deepen your client relationships via strategies that extend beyond tax management.
We help synthesize supporting tax documents and relevant information from attorneys and other parties along with providing details on transactions that have occurred during the year to save you time.
We monitor annual income, engage in tax loss harvesting, help clients with Roth conversions and RMDs/QCDs, along with implementing asset location and identifying tax-advantaged investments.
We support our CPA Partners by developing planning ideas for clients to help ensure they are minimizing taxes in all facets of their financial life.
If our CPA Partners need thought leadership on timely or complex topics, we’ll help research and share our wealth management knowledge to ensure they are one step ahead.
Planning meetings tend to generate ideas for growth, and we help our partners capitalize on these opportunities and build their businesses whenever possible.
We believe we add value to existing client relationships by providing wealth management strategies that deepen your involvement in your client's financial future.
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.
I think what sets Choreo apart is the fact that we seek to offer a level of service to our clients that’s tailored to their unique needs.
As an individual’s wealth grows, so does the complexity of their financial planning. And Choreo has the resources to make sure we are meeting those high net worth client’s needs.
Choreo gives us all the ability to spend more time doing the things we love to do, and the high-end energy work we love to do, which is working with our clients.
We have a true dedication to a fiduciary standard of care where all of our investments and planning work is focused on best serving our clients and furthering their success.
Our collaborative, team-based approach ultimately gives our clients a better experience.
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.