Choreo acquires Resource Financial Group assets. Business Planning-Focused RIA with $700 Million in Assets Expands Firm's Chicago-Area Footprint CHICAGO, July 8th, 2026 | Choreo, LLC ("Choreo") today announced it has acquired substantially all the assets of Resource Financial Group ("RFG"), a Wilmette, Illinois-based registered investment adviser with approximately $700 million in assets under management (AUM) as of April 30, 2026. RFG is led by wealth managers Peter M. Maris, Founding Partner, and Brian Pugal, Partner, and supported by a six-person client service team led by Alexandra Moise. RFG works primarily with closely held business owners and families, helping them plan business transitions, liquidity events, and retirement, with execution supported by CPAs, estate attorneys, and insurance professionals. "Peter and Brian have built a terrific business and earned deep trust by helping clients connect business planning with retirement and succession to preserve wealth," said Jason Van de Loo, CEO of Choreo. "The firm's work with closely held businesses in the Chicago area and beyond strengthens our ability to support teams that do complex planning work for builders of these kinds of unique enterprises and companies around the country." Maris began his financial services career in the personal finance department of a large Chicago bank before becoming a tax planner. Before founding RFG in 1996, he was a financial advisor with American Express Financial Advisors. He is a Certified Financial Planner (CFP(R) and holds a Master of Business Administration (MBA) from Loyola Chicago's Quinlan School of Business. Pugal joined RFG in 2002 and also holds an MBA from Loyola Chicago's Quinlan School of Business. In addition to being a CFP(R), Pugal holds a Certified Investment Management Analyst (CIMA(R) designation. Maris added, "Our entire team is excited to join Choreo. Our clients value our relationship-based client service model backed by data and plan coordination. With Choreo, we'll have more resources and consistency behind our processes, which means a smoother experience for them." The announcement marks the latest in a series of deals for Choreo. This year, the firm has acquired the assets of Northeast Financial Group and Herbein Financial Group, as well as Insight Wealth Strategies. Overall, Choreo has added approximately $2 billion in AUM in 2026. Turkey Hill Management served as advisor to RFG in the transaction. About Choreo, LLC Choreo is an independent firm focused on redefining tax-smart wealth planning. Passionate about orchestrating at the many intersections of tax and wealth to improve the well-being of clients, their businesses, their families, and their communities, Choreo operates out of 40-plus locations across the country. Choreo's experienced advisors define, design, and build solutions for their clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000+ clients with approximately $28.6 billion in assets under management and advisement as of Dec. 31, 2025[1]. Choreo, LLC is a limited liability company that provides investment advisory services, financial planning and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and or its advisors. [1] All numbers are approximate. As of Dec. 31, 2025, $19.1 billion constitutes regulatory assets under management, with an additional $9.5 billion in assets under advisement related to holdings of clients for which Choreo, LLC provide aggregated reporting, financial planning, wealth management consulting, retirement plan consulting and advisory services, and/or similar services. Media inquiries Donald C. Cutler Haven Tower Group 424.317.4850 [email protected]

Choreo anchors 40,000+ SF leasing surge at One South. Wealth management firms signs 15,619-square-foot lease as uptown tower continues strong office and retail momentum CHARLOTTE, NC, UNITED STATES, May 13, 2026 / EINPresswire.com / - Trinity Partners and One South ownership are pleased to announce more than 40,000 square feet of new and expanded office leasing activity, highlighted by a major lease from Choreo, which will occupy 15,619 square feet floor of the 40-story, Class-A office tower, located at the intersection of Trade and Tryon in uptown Charlotte. Choreo's commitment marks the largest of several recent transactions at One South and underscores continued demand from firms seeking high-quality, amenity-rich office environments in Charlotte's urban core. A national wealth management firm, Choreo provides integrated financial planning and investment management services to individuals, families and institutions, and continues to expand its presence in key growth markets like Charlotte. Additional new and expanded tenants include: - JRN Development - Expansion, 2,541 square feet (Tenant rep: Parker Levy, Cresa) A Charlotte-based real estate development firm, JRN Development focuses on residential and mixed-use projects across the Southeast and has expanded its footprint within One South to support continued growth. - CITCO Technology Management - New, 8,299 square feet (Tenant reps: Tom O'Brien and Cristy Nine, Savills) Part of the Citco group of companies, CITCO Technology Management provides infrastructure and IT solutions to the global financial services industry, supporting hedge funds, private equity firms and institutional clients. - GRSM - New, 4,202 square feet (Tenant rep: Mike Dempsey, CBRE) A national law firm with offices across the U.S., GRSM offers a full-service legal platform, serving clients across a wide range of industries including financial services, healthcare and construction. - BWE - New, 9,339 square feet (Tenant reps: Mike Fahey and Spencer Hawkins, CBRE) BWE is a national commercial and multifamily mortgage banking company, providing capital markets, investment sales and advisory services to institutional and private clients nationwide. "As we continue to grow and support our financial advisors and their clients nationwide, expanding our presence in Charlotte gives us the infrastructure to scale intentionally while maintaining the level of service and partnership our advisors expect and deserve," said Molly McMillin, Chief Financial Officer of Choreo. Brad Grow with 6 Summit Partners represented Choreo and John Hannon, Tim Arnold and Rhea Greene with Trinity Partners represented One South. "Choreo's decision to establish its presence at One South is a strong endorsement of the building's position within Charlotte's financial and business district," said John Hannon, Director of Office Brokerage for Trinity Partners... "We're continuing to see meaningful leasing activity from firms that value a premier uptown location paired with a best-in-class tenant experience." Strategically located at Trade and Tryon, One South offers immediate access to the city's financial core while delivering a highly curated, mixed-use experience through District One, the building's evolving retail and hospitality destination. Recent openings, including Coquette, Ace No. 3 and Pet Wants, have further enhanced the on-site experience for tenants, creating a vibrant, amenity-rich environment that extends beyond the traditional workday. The tower has undergone significant capital improvements in recent years, including more than $9 million in amenity enhancements. Highlights include Three, a 22,000-square-foot hospitality-driven amenity level featuring a full-service café and cocktail bar, golf simulator, gaming lounge and flexible event space with a retractable glass wall overlooking Trade and Tryon. Complementing this is One Athletics, a 30,000-square-foot fitness facility revitalized with a $2 million investment, featuring Charlotte's only indoor pickleball court inside the I-277 loop, luxury locker rooms, boutique fitness classes and state-of-the-art equipment - all available to tenants at exclusive discounted rates. "The continued momentum across both office and retail at One South reflects a broader shift in how people want to work and engage with their environment," said Hannon. "By combining best-in-class workspace with curated dining, wellness and lifestyle offerings, One South continues to set a new standard for the Uptown experience." For updates on One South and leasing information, please visit www.onesouthclt.com. ABOUT ONE SOUTH One South on the Plaza is a 40-story Class-A office tower is perfectly situated at Trade & Tryon in uptown Charlotte and known as the center of the city's business and office activity. Since 2015, a total of $100 million has been spent to renovate the building's lobby, plaza, and exterior façade, including new street-level retail (home to Eddie V's, Tupelo Honey, and Devon & Blakely). One South totals about 850,000 square feet of office across 40 floors with an average floorplate size of 23,000 square feet. Three, One South's crown jewel amenity level, encompasses the entirety of the third floor and provides an unmatched tenant experience with full-service programming and a retractable glass wall overlooking the heart of the city at Trade & Tryon. The building's plaza connects to uptown's Overstreet Mall, and includes popular retailers like Walgreens, Starbucks and Chick-Fil-A. Current office tenants include Huntington National Bank, Protiviti, Optomi, SCOR Global Life Americas, Shumaker, Loop & Kendrick, Ridgemont Equity Partners, William Blair & Company and Industrious. ABOUT TRINITY PARTNERS Trinity Partners is a full-service commercial real estate firm serving corporate users and institutional owners throughout the United States, with service lines ranging from landlord representation and occupier services to property management and investment sales. They are known for their entrepreneurial spirit, best-in-class performance, and respected team of commercial real estate professionals, who are directly responsible for the company's success and collaborative culture. The firm currently leases and/or manages over 40 million square feet of office, industrial, mixed-use, and retail space across the region through their five offices in Charlotte and Raleigh, North Carolina, Columbia and Greenville, South Carolina, and Atlanta, Georgia. Learn more at trinity-partners.com. Nikki Wolfe Yellow Duck Marketing email us here Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

Choreo anchors 40,000+ SF leasing surge at One South. Wealth management firms signs 15,619-square-foot lease as uptown tower continues strong office and retail momentum CHARLOTTE, NC, UNITED STATES, May 13, 2026 /EINPresswire.com/ - Trinity Partners and One South ownership are pleased to announce more than 40,000 square feet of new and expanded office leasing activity, highlighted by a major lease from Choreo, which will occupy 15,619 square feet floor of the 40-story, Class-A office tower, located at the intersection of Trade and Tryon in uptown Charlotte. Choreo's commitment marks the largest of several recent transactions at One South and underscores continued demand from firms seeking high-quality, amenity-rich office environments in Charlotte's urban core. A national wealth management firm, Choreo provides integrated financial planning and investment management services to individuals, families and institutions, and continues to expand its presence in key growth markets like Charlotte. Additional new and expanded tenants include: - JRN Development - Expansion, 2,541 square feet (Tenant rep: Parker Levy, Cresa) A Charlotte-based real estate development firm, JRN Development focuses on residential and mixed-use projects across the Southeast and has expanded its footprint within One South to support continued growth. - CITCO Technology Management - New, 8,299 square feet (Tenant reps: Tom O'Brien and Cristy Nine, Savills) Part of the Citco group of companies, CITCO Technology Management provides infrastructure and IT solutions to the global financial services industry, supporting hedge funds, private equity firms and institutional clients. - GRSM - New, 4,202 square feet (Tenant rep: Mike Dempsey, CBRE) A national law firm with offices across the U.S., GRSM offers a full-service legal platform, serving clients across a wide range of industries including financial services, healthcare and construction. - BWE - New, 9,339 square feet (Tenant reps: Mike Fahey and Spencer Hawkins, CBRE) BWE is a national commercial and multifamily mortgage banking company, providing capital markets, investment sales and advisory services to institutional and private clients nationwide. "As we continue to grow and support our financial advisors and their clients nationwide, expanding our presence in Charlotte gives us the infrastructure to scale intentionally while maintaining the level of service and partnership our advisors expect and deserve," said Molly McMillin, Chief Financial Officer of Choreo. Brad Grow with 6 Summit Partners represented Choreo and John Hannon, Tim Arnold and Rhea Greene with Trinity Partners represented One South. "Choreo's decision to establish its presence at One South is a strong endorsement of the building's position within Charlotte's financial and business district," said John Hannon, Director of Office Brokerage for Trinity Partners... "We're continuing to see meaningful leasing activity from firms that value a premier uptown location paired with a best-in-class tenant experience." Strategically located at Trade and Tryon, One South offers immediate access to the city's financial core while delivering a highly curated, mixed-use experience through District One, the building's evolving retail and hospitality destination. Recent openings, including Coquette, Ace No. 3 and Pet Wants, have further enhanced the on-site experience for tenants, creating a vibrant, amenity-rich environment that extends beyond the traditional workday. The tower has undergone significant capital improvements in recent years, including more than $9 million in amenity enhancements. Highlights include Three, a 22,000-square-foot hospitality-driven amenity level featuring a full-service café and cocktail bar, golf simulator, gaming lounge and flexible event space with a retractable glass wall overlooking Trade and Tryon. Complementing this is One Athletics, a 30,000-square-foot fitness facility revitalized with a $2 million investment, featuring Charlotte's only indoor pickleball court inside the I-277 loop, luxury locker rooms, boutique fitness classes and state-of-the-art equipment - all available to tenants at exclusive discounted rates. "The continued momentum across both office and retail at One South reflects a broader shift in how people want to work and engage with their environment," said Hannon. "By combining best-in-class workspace with curated dining, wellness and lifestyle offerings, One South continues to set a new standard for the Uptown experience." For updates on One South and leasing information, please visit www.onesouthclt.com. ABOUT ONE SOUTH One South on the Plaza is a 40-story Class-A office tower is perfectly situated at Trade & Tryon in uptown Charlotte and known as the center of the city's business and office activity. Since 2015, a total of $100 million has been spent to renovate the building's lobby, plaza, and exterior façade, including new street-level retail (home to Eddie V's, Tupelo Honey, and Devon & Blakely). One South totals about 850,000 square feet of office across 40 floors with an average floorplate size of 23,000 square feet. Three, One South's crown jewel amenity level, encompasses the entirety of the third floor and provides an unmatched tenant experience with full-service programming and a retractable glass wall overlooking the heart of the city at Trade & Tryon. The building's plaza connects to uptown's Overstreet Mall, and includes popular retailers like Walgreens, Starbucks and Chick-Fil-A. Current office tenants include Huntington National Bank, Protiviti, Optomi, SCOR Global Life Americas, Shumaker, Loop & Kendrick, Ridgemont Equity Partners, William Blair & Company and Industrious. ABOUT TRINITY PARTNERS Trinity Partners is a full-service commercial real estate firm serving corporate users and institutional owners throughout the United States, with service lines ranging from landlord representation and occupier services to property management and investment sales. They are known for their entrepreneurial spirit, best-in-class performance, and respected team of commercial real estate professionals, who are directly responsible for the company's success and collaborative culture. The firm currently leases and/or manages over 40 million square feet of office, industrial, mixed-use, and retail space across the region through their five offices in Charlotte and Raleigh, North Carolina, Columbia and Greenville, South Carolina, and Atlanta, Georgia. Learn more at trinity-partners.com. Nikki Wolfe Yellow Duck Marketing email us here Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.