Choreo Employee Directory
Financial ServicesIllinois, United States201-500 Employees
Choreo is an independent financial services firm based in Chicago, Illinois, operating in the national wealth management space. It emphasizes a collaborative, multi-disciplinary advisory model that combines tax planning with wealth management to support advisors in delivering integrated guidance. The firm provides integrated financial planning and investment management services to individuals, families, and institutions, enabling financial professionals to offer personalized attention to clients pursuing near-term and long-term financial and life goals. Choreo positions itself within the wealth management industry as a firm that seeks to redefine the role of registered investment advisors in wealth advisory. The organization has been expanding its physical footprint in recent years, including growing its Charlotte, North Carolina presence.
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