Choreo completed the acquisition of a wealth management business from BDO USA.

Choreo, an investment advisory firm, completed the acquisition of a wealth management business from BDO USA, a provider of taxation, audit, assurance, advisory, and business outsourcing services. Financial terms were not disclosed. "One of our long-term goals is to be the preferred wealth provider to the tax professional community. The addition of BDO USA's affiliated wealth management business is an important step in that direction. Our membership in BRN combined with integrating the knowledge and experience of their business will help us with our mission of translating wealth into fulfillment for our clients and their communities," Larry Miles, Choreo CEO.