Planning for Your Year-End

Noel advises high-net-worth individuals, professional service firm owners, retirees, and families navigating complex tax situations. His work includes partnership and equity structures, trusts and estates, multi-state reporting, Roth conversion planning, Medicare IRMAA considerations, and coordinated planning with attorneys and financial advisors.

Greg is a seasoned wealth management professional with experience developing, implementing, and monitoring customized investment strategies. He specializes in cost-effective investment options and tax-efficient solutions, helping high-net-worth individuals, including medical professionals, business owners, and senior executives achieve their financial goals.

Steve is a Managing Director of Wealth Management at Choreo, specializing in business transition and transaction planning, philanthropy, and multi-generational wealth transfer. He works with business owners, corporate executives, individuals going through divorce, physicians, CPAs, attorneys, and ultra-high-net-worth individuals and families, providing strategic financial guidance tailored to their unique needs.