Choreo announced it has acquired the assets of Insight Wealth Strategies, an Irvine, Calif.-based registered investment adviser with approximately $110 million in assets under management. The transaction strengthens Choreo’s presence on the West Coast and adds deep CPA-driven planning expertise focused on entrepreneurs and business builders.
Insight Wealth Strategies is led by Managing Partner Dean McCormick, who brings more than 40 years of financial and accounting experience. He is joined by Wealth Manager Tony Luppi.
McCormick began his career at Ernst & Young, now known as EY, and later served as CFO at two companies that merged with publicly traded firms. For the past three decades, he has acted as personal CFO and CPA to entrepreneurs and their families, advising on business growth, liquidity events, and complex tax planning matters.
Choreo CEO Jason Van de Loo said the firm is focused on serving business owners navigating the complexity of growing, owning and ultimately transitioning closely held businesses. The firm equips advisors to support founders and families shaped by concentrated business risk, liquidity constraints, advanced tax planning and generational transition needs. The addition of McCormick and Luppi expands that capability on the West Coast.
The announcement follows Choreo’s recent agreement to acquire Northeast Financial Group and Herbein Financial Group, Pennsylvania-based registered investment advisers with approximately $1.3 billion in combined client assets.
Founded as an independent firm seeking to redefine the RIA’s role in the wealth advisory industry, Choreo operates from more than 40 locations nationwide. The firm’s advisors focus on defining, designing and building solutions for clients’ financial and related needs, with an emphasis on improving the well-being of clients, their families and their communities.
KEY QUOTES
“Choreo is built for business builders navigating the complexity of growing, owning and eventually transitioning a closely held business. We equip advisors to serve founders, families and entrepreneurs shaped by concentrated business risk, liquidity constraints, advanced tax planning and generational transition needs. We are happy to expand that capability on the West Coast with Dean and Tony’s planning expertise, which aligns with how builders live and make decisions.”
Jason Van de Loo, CEO of Choreo
“We are excited to join Choreo and to leverage a platform purpose-built for households on a strong trajectory. The model combines the planning depth of CPA firms with a modern wealth platform, grounded in the reality that equity events are tax events and that cash flow and tax exposure often drive decisions more than market performance. We look forward to bringing those advantages to our clients through Choreo.”
Dean McCormick, Managing Partner of Insight Wealth Strategies
