Newsroom

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

Nicole Anderson, Director, Wealth Management writes Springfield Business Journal article “Investments today can benefit generations to come”

“Investments today can benefit generations to come,” Springfield Business Journal, April 10, 2023

Matt Bankston, Managing Director, Platform Strategy and Innovation at Choreo, discusses needs in Wealthtech

“T3 Conference Preview: Largest Issues Facing Wealthtech Today” Wealthsolutionsreport.com, March 9, 2023

David Winslow, Managing Director with Choreo, discusses opportunities for advising Child-free Clients

“Advising Childless and Child-free Clients” Wealthmanagement.com, February 13, 2023

Maria Daley, Choreo’s Chief Growth and Practice Leader Shares the Choreo Story and How Choreo is Redefining the RIA in New Podcast

Maria joins the Deep Dive Podcast on the RIA Channel

Choreo named on Wealthmanagment.com’s RIA Edge List 100

Wealthmanagement.com’s “The RIA Edge 100: Growing Above and Beyond,” February, 2023

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

CMO Marissa Fox-Foley discusses how technology helps drive digital communications and virtual events

“Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms” Digital Wealth News, November 28, 2022

Choreo to partner with Cherry Bekaert and acquire Cherry Bekaert Wealth Management

Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further Expands Firm’s Footprint Cherry Bekaert Advisory LLC and Choreo to Enter Into Strategic Partnership

Choreo Chooses Pontera to Strengthen Client-First Approach with Held Away Asset Management

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.

Choreo Announces Acquisition of Enso Wealth Management

California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm’s West Coast Footprint Deal Marks First Expansion for Choreo as a Standalone Company

CEO Larry Miles focuses Firm on Client Care, Midwest Values and Selective Teammate Growth, Shares Vision for Thriving Communities

“Choreo CEO Discusses Growth and Client Service” Wealth Solutions Report, October 24, 2022

Digital marketing firm FMG Suite is partnering with Choreo, an RIA, to launch Canvas, a digital marketing and communications platform.

“Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup,” InvestmentNews, October7, 2022

Donna Thrane, Senior Director at Choreo, explains Liquidity Events from a Wealth Manager’s perspective.

“Liquidity Events – Top Three Blunders of Business Sellers,” Wealth Solutions Report, September 27, 2022

Michael Radford, CPA/PFS, CFP®, CEPA, Managing Partner with Choreo, writes InvestmentNews article discussing exit plans for small business owners

InvestmentNews, “How to help small-business-owner clients get started with their exit plan,” by Michael Radford, September 22, 2022

Steve Kelley quoted in this timely and thought-provoking piece on how financial advisors should approach their own retirement

InvestmentNews “How retiring advisers can avoid going ‘shoeless’”, June 9, 2022

Larry Miles quoted and Choreo discussed in this SS&C Press Release about Black Diamond

SS&C “Black Diamond Wealth Platform Reaches $2Trillion AUM”, May 18, 2022

Client portal