Close
704-377-0239
Wealth Management

Wealth Management

Wealth Management with Choreo logo

GreerWalker Wealth is now a part of Choreo. Please click here: www.choreoadvisors.com to redirect to the website.

If you have any issues with accessing the new site, please contact marketing@choreoadvisors.com

View the press release here.

Recent News

At GreerWalker, we strive to keep our clients and prospects updated with the latest information. As a member of the RSM Alliance, we have the ability to provide timely, insightful articles and videos. See below for the most recent thought leadership and news:

Dec 12, 2024
Navigating Your First Employee Benefit Plan Audit: Key Steps and Strategies
Embarking on your first employee benefit plan audit can be daunting, but with the right preparation, it becomes a valuable opportunity to enhance your plan’s compliance and operations. This guide offers essential strategies to navigate the audit process, from selecting an expert auditor to understanding your fiduciary responsibilities, ensuring a successful and less stressful experience. Discover the key steps to mastering your first audit and empowering your organization’s benefit plan.
Learn More
Dec 10, 2024
Navigating the Landscape of SECURE 2.0 Provisions Coming Into Effect in 2025
The SECURE 2.0 Act of 2022 is revolutionizing retirement planning with new provisions set to take effect in 2025, enhancing savings opportunities and broadening plan participation. From increased catch-up contributions to expanded eligibility for part-time workers, discover what these changes mean for both employers and employees. Don’t miss out on understanding how these updates could impact your retirement future!
Learn More
Dec 02, 2024
Maximizing Real Estate Value: The Role of Cost Segregation Studies
Unlock the hidden value of your real estate investments with cost segregation studies. This powerful strategy accelerates tax depreciation deductions, boosting cash flow and enhancing property profitability. Discover how expert insights and precise asset reclassification can transform your financial landscape in our comprehensive guide.
Learn More

Get In Touch With Us

704-377-0239
Should be Empty:

By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message and data rates may apply. You can reply STOP to opt-out of further messaging.

Greer Walker People