Join our verified partner roster
Concierge introductions only. No public directory. Compliance-first.
Partner standards
Curated and compliance-focused
Verification required
All partners must pass license and registration checks via independent sources (BrokerCheck, SEC IAPD, or relevant state boards).
Clear service model and fee disclosure
Partners must be transparent about how they are compensated (fee-only, fee-based, commission, etc.) and their service offerings.
No misleading claims or performance marketing
Partners may not use superlatives, rankings, or performance claims when representing their relationship with Chicago Wealth Solutions.
Responsiveness expectations
Partners agree to respond to concierge introductions within 1 business day and treat all prospects with professionalism.
Note: The partner roster is curated and invite-only. Expressing interest does not guarantee placement.
How introductions work
Concierge routing, not rankings
A prospect requests an introduction after reviewing educational content
We route the introduction based on stated preferences and partner availability
Prospects control whether and when contact details are shared
Important compliance note
We do not rank partners by performance and do not display reviews or testimonials. Introductions are provided on a concierge basis, not as recommendations or endorsements.
Chicago Wealth Solutions is an educational publisher and does not receive compensation for introductions in the current model.
Express interest
We'll reach out if there's a potential fit
Verify yourself
We encourage transparency through independent verification
Verify credentials independently
Use independent sources to verify licenses, registrations, and disciplinary history.