As an owner of a wealth management firm, I made the key decision to partner with this great company. This was after they made it very clear that they see themselves as vested in my success, and I in theirs. It is by focusing on these mutually beneficial relationships that Chalice mirrors my personal values that I strive to enact in my business. I highly recommend every other firm to reach out and inquire about their company. They’ll take the time to understand your business, your goals, and your future needs and convey their ability to leverage their relationships from the myriad other partners an independent firm needs (both ones you are aware of and yet to be aware of).Check them out and see how a strong partner can help you and your clients with more efficiencies, better service, lower risk liability, and greater scalability.