Choreo is an independent wealth management firm offering financial planning and advisory services. It specializes in serving entrepreneurs, CPAs, and high net worth individuals. Services include tailored wealth management solutions and comprehensive financial planning. Choreo operates from over 40 locations across the U.S. and manages approximately $24.6 billion in assets. Its unique selling proposition is a people-first approach, leveraging technology and CPA partnerships to provide personalized client experiences. Choreo aims to redefine the RIA industry by focusing on client fulfillment and community well-being[1][2][3].