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Decota Wealth Management is a financial services firm based in Petaluma, CA, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, Decota Wealth Management helps clients navigate the complexities of financial markets to achieve their long-term financial goals. Generated from their business information

Choreo is a wealth management firm based in Petaluma, CA, that collaborates closely with clients to translate wealth into personal fulfillment through tailored financial strategies. With a robust team of over 200 professionals and $27.2 billion in assets under management, Choreo specializes in a wide range of services, including financial, tax, and estate planning, all designed to meet the unique needs and goals of its diverse clientele. Leveraging two decades of experience and a network of 40 locations across the U.S., Choreo emphasizes a partnership approach that integrates financial planning and investment strategies with a focus on long-term success. The firm also fosters alliances with CPA professionals to enhance its capabilities, ensuring a comprehensive and coordinated financial planning experience for clients. Generated from the website