Choreo is a US tax planning and wealth management firm founded in 1999, where CPAs and financial advisers collaborate across more than 40 locations.
Choreo is an integrated tax planning and wealth management firm founded in 1999. Its central proposition is that tax expertise should inform every wealth decision: certified public accountants and financial advisers work together in what the firm describes as true partnership, rather than as separate providers of discrete services. The practice covers tax planning, tax strategy, wealth management and financial planning.
Through its wealth fulfilment advisory services, Choreo combines wealth management and tax planning guidance that takes account of a client's complete financial picture. The stated aim is to help clients translate assets into meaningful life outcomes, going beyond the numbers - a concept the firm terms "wealth fulfilment". Client guidance is designed around creative problem-solving rather than standardised solutions, with tax strategy woven into each conversation.
The firm employs more than 120 advisers across more than 40 locations in the United States, serving clients nationwide. Its operating principles emphasise partnership over transactions and collaboration between tax and advisory disciplines.
