New Jersey-Based Boutique RIA and Broker/Dealer’s 180 Advisors Gain Access to Network of Client Service, Technology and Business Solutions
SAN DIEGO, Calif., Oct. 22, 2019 – Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, today announced that the leading wealth management enterprise, Aurora Private Wealth, has joined as a new enterprise member, giving their advisors access to Chalice’s array of resources and quality products.
“As Aurora Private Wealth continues its growth, the Chalice team aims to add instant value and credibility with our offerings by fortifying their value proposition so they are empowered to enhance recruiting, grow organically, and retain quality advisors,” said Chalice President Derek Bruton “We’ve known the Aurora team for years, and we’ve watched them grow their business by making their advisor’s success their top priority. Their values and Chalice’s values are aligned, and we’re looking forward to helping them succeed.”
Aurora Private Wealth is an RIA and broker/dealer with about 180 financial advisors who oversee approximately $10 billion in assets under advisement. Led by CEO Timothy L. Smith, CFP®, Aurora is headquartered in Rockaway, N.J., and has locations in 35 states.
Chalice offers Aurora the full suite of the network’s offering, including discounted access to many important services for growing enterprises:
- Customizable, private-labeled platform that centralizes technology, business, and M&A solutions
- Group health insurance coverage solving the No. 1 challenge of independent practices
- Compatibility scoring, M&A consulting and deal support through Chalice Financial Network’s proprietary Succession Link 2.0
- Complimentary access to website redesign services through ProSites
“Joining the Chalice platform was a natural choice for Aurora as we look toward reaching the next stage of our growth,” said Smith. “Not only does the firm provide exceptional services that will allow us to achieve our long-term goals, but after having collaborated successfully with Chalice Financial Network President Derek Bruton in the past at other firms, I trust that its leadership team will continue to blaze a trail in our industry.”
About Chalice Financial Network™
Chalice Financial Network is an online member-based digital marketplace for independent small- and mid-sized businesses that provides exclusive access to business, technology and client service solutions. Chalice aims to empower its members throughout the lifecycle of their businesses by offering all the tools and technology necessary for operations, growth and success. Available products and services, all offered at a discount, include health insurance, cybersecurity protection and insurance, marketing and sales tools, mergers and acquisitions support services, accounting and financial planning assistance, and human resources support, among others. Each partner has been thoroughly vetted so members can be confident they’re getting the best products and services available. The community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. For more information, visit www.chalicefn.com.
About Aurora Private Wealth
Aurora Private Wealth, founded in 2015, is a Registered Investment Advisor and is under common ownership with APW Capital, Inc., a full-service independent broker-dealer since 1998. Based in Rockaway, N.J., the firm has approximately 180 financial advisors who oversee approximately $10 billion in assets. APW Capital, Inc. serves two primary types of advisors: those working in a single-platform, hybrid relationship with Aurora Private Wealth, Inc.; and those who have their own, unaffiliated RIA firm and branding, but still need an independent broker-dealer to meet certain client needs. Some advisors with APW Capital, Inc., are also investment advisor representatives of Aurora Private Wealth, Inc. For more information, please visit https://www.aurorapw.com/.
Chalice Media Contact
Holly Ferris
Ferris Communications
(562) 746-8461
holly@ferriscomm.com
Aurora Private Wealth Media Contact
Timothy Smith
Chief Executive Officer
973-352-6700
tim@aurorapw.com
