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.
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 across multiple […]
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 […]
By Danny Clark, Certified Private Wealth Advisor® Are you overwhelmed by the constant barrage of financial advice from the media and your friends? Do you find it difficult to stay focused on your long-term financial goals? In this brief video, we discuss the importance of tuning out the noise and sticking to a personalized financial […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In the finance realm, we often encounter complex strategies and intricate market analyses. However, one of the most powerful concepts in wealth building is also one of the simplest: consistency. This principle, instilled in me from a young age, has proven to be […]
Selling your business involves more than just closing the deal. To navigate the complexities of taxes, legal issues, and financial planning, you need a well-rounded team of advisors by your side. Whether you’re years away from a potential sale or preparing now, getting the right team in place can help you navigate the process effectively. […]
Many of our clients at Solidarity Wealth work in high-growth industries (such as technology), and therefore receive stock options as part of their compensation package. While these are certainly a wonderful employee benefit, they come with many complex rules and tax implications. In our experience, too many of these professionals make avoidable mistakes that cost […]
Do you want to invest but feel intimidated by all the financial jargon? You’re not alone! We’re here to help you take the first steps toward building a strong financial future. Our latest video is an S&P 500 crash course. In just a few minutes, you’ll learn what the S&P 500 is, why it matters, […]
Are you a “HENRY”? High Earner, Not Rich Yet (HENRY) is a term used to describe a person who has high income or the potential for high future wealth (think the founder of a startup) but currently has assets tied up in lifestyle expenses. So why do so many HENRYs feel they have little to […]
Asset allocation is a key strategy in managing investment risk and pursuing investment objectives over time. Done correctly, asset allocation is the process of dividing a portfolio among a selection of core asset classes to balance risk with long-term growth potential. At Solidarity Wealth, we employ strategic asset allocation in managing our clients’ portfolios. Take […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® As a wealth manager, I’m constantly on the lookout for sources of inspiration and education. While plenty of websites, podcasts, and blogs offer useful information, I prefer books that delve more deeply into the subjects they cover. I’m always eager to recommend […]
On June 12, 2024, we recorded a quick mid-year market update that you won’t want to miss. With the surprising CPI numbers and insights into potential Fed rate cuts, there’s a lot to unpack. Watch the Update Now!
