Jim DeCota
Managing Director, Wealth Management
As the co-founder of Enso Wealth Management - which later merged with Choreo - Jim has built a reputation for his holistic and transparent approach to wealth management. With nearly two decades of experience, he specializes in guiding successful business owners, individuals, and families toward achieving their financial goals.
Jim is a data-driven strategist who leverages industry trends and insights to provide clients with evidence-based financial advice. His background as a former accountant equips him with deep technical expertise, enabling him to develop customized financial plans that balance long-term wealth growth with the importance of enjoying a fulfilling life today.
His comprehensive approach integrates a wide range of financial solutions, including estate planning, tax strategies, investment management, and risk mitigation. Jim believes in a straightforward and transparent business model where client success drives his own.
Outside of work, Jim enjoys golfing, dirt bike riding, cycling, and spending time with his wife and three daughters. He is passionate about helping clients translate wealth into fulfillment, ensuring their financial strategies support both their future aspirations and present-day enjoyment.
EDUCATION
- Bachelor of Accounting, Saint Mary’s College of California
