CLIENT NAME: CHOREO
PROJECT TYPE: CONTENT DESIGN, COPYWRITING, SOCIAL MEDIA STRATEGY
ABOUT THE CLIENT:
CHOREO IS A LEADING INDEPENDENT WEALTH MANAGEMENT FIRM HEADQUARTERED IN CHICAGO THAT PROVIDES INTEGRATED FINANCIAL PLANNING, INVESTMENT MANAGEMENT, AND TAX ADVISORY SERVICES. ORIGINALLY LAUNCHED IN 1999 AS PART OF A MAJOR CPA PRACTICE AND REBRANDED AS AN INDEPENDENT ADVISOR IN 2022, THE FIRM MANAGES TENS OF BILLIONS IN ASSETS ACROSS DOZENS OF LOCATIONS NATIONWIDE. CHOREO SPECIALIZES IN PURPOSE-BUILT WEALTH STRATEGIES FOR HIGH-NET-WORTH INDIVIDUALS, FAMILIES, BUSINESS OWNERS, AND EXECUTIVES, PLACING HEAVY EMPHASIS ON TAX-EFFICIENT INVESTING AND DEDICATED CPA ALLIANCES TO HELP CLIENTS PRESERVE, GROW, AND TRANSFER THEIR WEALTH.
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