Chalice Wealth Partners

Simplify and Amplify Your Business

Gain access to best in class corporate services that enable you to establish, grow, and increase the enterprise value of your business – all at exclusive member pricing. Chalice Enterprise Solutions empowers you with economies of scale and shared best practices to maximize your investment of time and resources. From payroll and benefits to IT and compliance to marketing and finance, we effectively aggregate and integrate shared services on Chalice Advisor Exchange™, our one-stop shop, digital marketplace and peer-to-peer community.

Let’s face it, no one has the time to be an expert in everything. You are an independent wealth advisor first and foremost, but you are also an entrepreneur and face the challenges of being a small- to mid-sized business owner. We are here to give you access and advice to strategically and cost-effectively outsource the right areas and functions of your business while maintaining the highest quality.

Solutions for the Entire Lifecycle of Your Business

Whether you are breaking away, at the crossroads of growth opportunities, or thinking about succession planning, we have tangible solutions and expert guidance to help show you the way. From outsourcing your back-office functions and marketing efforts to accessing turnkey office solutions and expert professional services, including group health insurance, we provide the solutions that save you time and money and enable you to grow your business stronger.

Attract and Retain the Brightest and Best

You can now cost-effectively create employee compensation and benefit packages to attract top talent and keep key employees loyal and happy. All the research is complete and the choices are presented clearly so you can balance the needs of your business with valuable, cost-effective benefits for your employees. As members, you gain access to HR experts in employee relations, operational policies and procedures, and compliance. Our payroll professionals and processes can handle all aspects of administration – from accrual to tracking to processing.

• Guaranteed Issued Employee Healthcare Benefits
• Free 401(k) Plans and Administrative Support
• Free Employee Practices Liability Insurance
• Fully integrated HR support, payroll processing, professional guidance, policy and process documentation, and more

Branding and Marketing Services to Drive Your Growth

We enable you with access to resources and tools to grow your business through brand enhancement and marketing automation. Leverage our outsourced marketing partners at exclusive member pricing to effectively promote your unique value proposition across traditional and digital channels.

Members receive access to the full spectrum of marketing services:
· FREE Website & Discounted On-going Support
· Needs Assessment & Strategic Roadmap
· Branding, Marketing Collateral & Content Creation
· Public Relations & Social Media Management
· Lead Generation – SEO, PPC & Paid Media
· Email Marketing Campaigns
· Premium Placement on AdvisorFinder.com

Accounting and Financial Services

We provide you with the means to cost-effectively handle all your accounting and financial services needs. From gaining access to experts to leveraging top tier software, you will find solutions that can free your time and drive increased value.

• Financial Accounting and Reporting Software
• Timely and Accurate Financials – P&L and Balance Sheet
• Cash and Budget Forecasting Analysis and Preparation
• Strategic Advice to Maximize Your Enterprise Value

Comprehensive Turnkey Office Solutions

From helping you find a home for your business to providing you with insights on the latest in IT and equipment, you can access it all through Chalice Advisor Exchange™, our one-stop shop, digital marketplace and peer-to-peer community.

• Facilities Procurement
• Computers, TVs and Equipment
• Copier and Printers
• On-going Tech Security and Admin
• File Storage Solutions
• Virtual Admin and Back-office Assistance
• Discounted Office Supplies

Access to Best in Class Professional Services

We know having the right compliance, legal, and insurance partners can make all the difference when establishing and growing your business. We help you build relationships with leading industry providers at exclusive member pricing.

• Outsourced Chief Compliance Officer and Compliance Support
• Legal Services from Industry Veterans
• Preferred Insurance Services

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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™.

Chalice Wealth Partners

The Holy Grail for Wealth Advisors

Chalice
Capital Partners

A full service broker dealer offering brokerage, clearing, custody, and investment banking.

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Chalice
Wealth Advisors

An RIA platform featuring back/middle office support and a TAMP.

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Chalice
ALTS Platform

Access to a robust offering of institutional quality alternative investments.

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Chalice
Retirement Solutions

Eliminates complexity that comes with establishing qualified plans for your clients.

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Chalice
Enterprise Solutions

Shared corporate services such as HR, payroll, and benefits.

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Chalice
Network Community

Find Unity in Our Peer-to-Peer Community

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Chalice
Financial Technologies

People and Technology Inspiring Your Everyday

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Chalice
Capital Solutions

Empowering Advisors with Access to Capital

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Chalice Wealth Partners (“CWP”) collectively refers to Financial Industry Regulatory Authority (“FINRA”) member broker-dealer, Chalice Capital Partners, LLC (“CCP”), and a Securities Exchange Commission (“SEC”) investment adviser, Chalice Wealth Advisors, LLC (“CWA”). Security products are offered and conducted through CCP and advisory products and services are offered through CWA.

A member of FINR A / SIPC.

Advisory services offered through Chalice Wealth Advisors (CWA) an SEC registered investment adviser. Securities services offered through Chalice Capital Partners, LLC (CCP) member FINRA/SIPC. CWA and CCP are affiliated entities