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Wealth Management

Grow Confidently

In March 2025, YHB joined the Choreo Partner Alliance ProgramTM. This partnership provides our clients with access to an expansive suite of financial services solutions from experienced wealth management professionals who share YHB’s values.

Financial fulfillment takes many different forms. YHB and Choreo have an integrated partnership that extends beyond standard referrals. From the initial meeting to ongoing strategy refinements, Choreo and YHB focus on more than ‘just the numbers’ to help you fully understand your unique circumstances to create wealth management and tax strategies customized to your financial goals.

From start to finish, Choreo and YHB are in it together, for you.

Seamless Financial Strategy Starts Here
Schedule a consultation to align your tax and wealth planning

The Choreo Partner Alliance Program is offered through Choreo Partner Alliance, LLC (“CPA”), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). CPA is an affiliate of Choreo, LLC, a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.