The Automated Wealth Management Solution Enables Firm’s Financial Advisors and the CPAs They Collaborate With to Provide Clients More Refined Tax-Aware Management Solutions
Appointment demonstrates commitment to bolster the advisor and client experience and the firm’s wide array of planning services at the intersection of tax and wealth management
Appointment Part of Investment Team Expansion Aimed at Delivering Tax Efficient and Technology-Enabled Public and Private Market Investments and Research
Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm’s Ability to Drive Organic Growth and Develop Key Referral Sources
CHICAGO, Aug. 29, 2023 /PRNewswire/ — Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit.
Benefits to CPAs include access to Choreo’s Comprehensive Financial, Estate and Business Planning Solutions, as well as its Customized Marketing and Technology Platforms
CHICAGO – Jan. 31, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP.
CHICAGO – Jan. 4, 2023 – Choreo, LLC (“Choreo” or “the firm”) today completed the previously announced acquisition of Enso Wealth Management (“Enso”) a Petaluma, California-based firm with approximately $1.8 billion in assets under management serving over 1,900 families.
CHICAGO – Jan. 2, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire Cherry Bekaert Wealth Management LLC (CBWM), an entity affiliated with Cherry Bekaert Advisory LLC.
Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm’s Footprint
GreerWalker LLP and Choreo to Enter Into Ongoing Strategic Partnership
Pontera’s technology allows Choreo’s financial advisors to manage and trade clients’ 401(k) and other held away accounts as part of their holistic strategies.
