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Broker Dealer Solutions

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Empowering Your Independence with Aggregation, Integration, and Innovation.

Chalice Capital Partners is a full-service Broker Dealer built around the unique needs of today’s independent wealth advisor. When you work with us, you will enjoy the economic benefits of higher payouts along with the support and guidance you’d expect from the finest financial institutions. You also gain access to all the tools, services, and support you need to grow your business and better serve your clients.

Evolved Full-Service Securities Brokerage

We combine comprehensive broker dealer capabilities with outstanding customer service and veteran leadership. We empower you to grow your business and better serve your clients by enabling you with the resources of a wirehouse without the conflicts of working for one.

We aggregate and integrate the tools, technology, products, and services you need to Simplify and Amplify your business – all at exclusive member pricing and through a single point of entry.

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The Best of All Worlds

We’re part of Chalice Financial Network™, the member benefit organization created to empower you with best in class technology and services and inspire you with a community of like-minded peers. As a member, you have access to Chalice Advisor Exchange™ (CAEx), the industry’s most sophisticated digital marketplace and single sign-on shared services platform.

CAEx offers you a powerful ecosystem of products and services aimed at providing economies of scale, operational efficiency, increased earnings, decreased expenses, and enhanced enterprise value. Think of us as a one-stop shop offering the most innovative products and services available to independent wealth advisors – all at exclusive member pricing.

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Chalice Financial Network™ is a thriving peer-to-peer community of like-minded independent wealth advisors where The Strength of WE Empowers a Network of ME™.

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Chalice Wealth Partners
The Holy Grail for Wealth Advisors
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