Tracey Richardson’s Post

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Senior Director Wealth Advisory @ Choreo | Wealth Management

Choreo Tax Advantage™ offers the option to utilize direct indexing (also called personalized indexing or custom indexing), which may help further enhance optimization of tax outcomes. Reach out to learn how Choreo Tax Advantage™: Direct Indexing can help. #TaxEffeciency #DirectIndexing #WealthManagement #ChoreoTaxAdvantage

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