Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit
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.
Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions
Benefits to CPAs include access to Choreo’s Comprehensive Financial, Estate and Business Planning Solutions, as well as its Customized Marketing and Technology Platforms
Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC
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.
Choreo Completes Acquisition of Enso Wealth Management
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.
Choreo completes partnership with Cherry Bekaert by closing acquisition of Cherry Bekaert Wealth Management
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.
Choreo to partner with GreerWalker LLP and Acquire GreerWalker Wealth 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.
