Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs and individuals through a forward-thinking approach to integrated tax and financial planning. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo operates today out of 42 locations across the country and serves over 8,000 families with approximately $24.6 billion of assets under management or advisement (as of December 2023). For more information, visit choreoadvisors.com.