Together, we navigate the unique challenges of wealth to better plan your financial future.
Learn MoreExperienced Financial Advice for Founders | Entrepreneurs | Execs
We understand your business and the entrepreneurial journey you took to succeed. As entrepreneurs ourselves, our wealth management strategies align with your goals to propel you toward the future you want. Most financial advisors only want to work with entrepreneurs once they’ve hit it big. As independent wealth managers in Utah and surrounding states, we want to work with you at the beginning of your journey to help you better predict your financial future.
Align Your Financial Future With Solidarity Wealth
Structured as a boutique Multi-Family Office, we go beyond the traditional wealth management firm. Unlike your average advisor striving to work with as many families as possible, Solidarity Wealth strives to serve a limited number of families as their own family-office firm. We are focused on utilizing our high-quality service, technology, and expertise to help you navigate the unique challenges of wealth. As wealth advisors for founders, entrepreneurs, and executives, we understand how to help you plan your financial life now for what the future holds so you can live your best life with confidence and trust.
Unified for Your Success
Wealth Adds Complexity to Life. We Simplify Wealth As Your Family CFO.
Families with significant wealth face unique challenges that require specialized knowledge and expertise to navigate successfully. At Solidarity Wealth, our high-touch Multi-Family Office services help to manage the entire financial life of a family, not merely their investment portfolio. We’ll help you with everything from bookkeeping and bill pay to tax planning and monthly full balance and income statement reporting to leading family meetings where we discuss preserving and growing the family wealth. We have democratized the family-office structure created by some of the world’s wealthiest families so we may offer those same services to families with an eight-to-nine-figure net worth.
The tax landscape is poised for major shifts in 2025. In this video, Jeff McClean, CEO of Solidarity Wealth, and Lynn Evans, Tax Advisor & Director of Family Office Services, break down what these changes mean for affluent individuals, entrepreneurs, and executives like you. What policies are likely to change under the new administration? How […]
By Zach Whitchurch and Jimmy Mortimer “The world is not driven by greed, it is driven by envy. The fact that everybody is five times better off than they used to be, they take it for granted. All they think about is somebody else having more, and it’s not fair that he should have it […]
A parent approached me at a recent youth soccer tournament during one of the breaks between games. Knowing my profession, he asked, “What do you think about annuities?” When I responded that it depends on the situation, his expression revealed this wasn’t the answer he expected. I asked what conversations he’d had with his advisor […]
For entrepreneurs and executives, a high-income year—whether from a capital event like selling a business or a large bonus—brings both opportunities and challenges. Managing the tax implications of a substantial income is no small feat. Our latest video offers smart strategies to help you balance taxes, investments, and long-term goals. In this video, you’ll learn […]
As we dive into 2025, we’re excited to share our outlook on the markets. While many are fixated on pessimism, we’re taking a fresh approach: focusing on what could go right. 5 Key Takeaways: Strong jobs numbers signal economic resilience and potential for growth. Inflation has stabilized significantly, dropping to an annualized rate of 2.4%. […]
By Jeff McClean and Zach Whitchurch At Solidarity Wealth, we don’t just talk about managing money—we live it. As entrepreneurs, we’ve navigated the same challenges our clients face: balancing the demands of building a business with establishing financial stability for our families. These experiences have shaped how we manage our own wealth and how we […]
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on others—and rightly so. But here’s something we often overlook: giving doesn’t just change the lives of the people or causes we support; it transforms the giver too. And yes, part […]
By Cameron Cole, MBA, CFP® In the fall of 2005, I sat across from my father at a small café in a quiet suburb outside Washington, D.C., celebrating the birth of my first son—his first grandson. It should have been a joyful time, but instead, my father shared a heartbreaking revelation. He had been diagnosed […]
https://youtu.be/qA5P1Rvrh2w At Solidarity Wealth, we’re selective about who joins our team because we know the profound impact advisors have on our clients’ lives and legacies. That’s why we’re excited to introduce Cameron Cole, our newest wealth advisor. In this conversation with CEO Jeff McClean, Cameron shares his perspective on wealth management shaped by 20 years […]
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to maximize savings and align financial decisions with long-term goals. At Solidarity Wealth, we know that reducing tax exposure requires more than last-minute adjustments—it demands a thoughtful, forward-looking strategy. With a […]
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock (QSBS). Through careful planning, QSBS can: Exempt your first $10 million in gains from both federal and many state taxes Allow you to “trust stack,” enabling even more tax-free savings […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When people ask me about transferring wealth to the next generation, they often focus on the mechanics—the trusts, the tax strategies, the financial vehicles. But after working with successful families for years, I’ve learned that the most critical question isn’t how to transfer […]