Experienced 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 Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When most people think about wealth, they think of money. But the truth is, wealth stretches well beyond just numbers. Real wealth is rooted in your lifestyle—both your financial and non-financial habits. Growing up in Salt Lake City, we had a beanpole family—meaning […]
It’s hard to believe that we are at the end of 2023. As we approach the turn of the calendar year, I want to discuss three things in this look ahead to 2024: broad level, market level, and company-specific level.
In today’s fast-paced world, where we have constant distractions all around us, it’s crucial to pause every once in a while to think about where we are and where we want to go. At Solidarity Wealth, we navigate the complexities of wealth management, but we know it’s not just about growing our assets; it’s about […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In today’s world, families are faced with more than a few challenges, chief among them being navigating the complexities of our finances and our interpersonal relationships. True prosperity encompasses both financial stability and harmonious family relationships. Balancing these elements can be challenging, requiring […]
For successful entrepreneurs and executives, navigating the intricate dynamics of wealth, estate, and tax planning, public and private market investments, and legacy building demands a sophisticated approach. As their wealth reaches new heights, traditional wealth management strategies often fall short of the unique needs and complexities of those building significant wealth – especially those who […]
In a recent issue of Kiplinger, my thoughts on Initial Public Offerings (IPOs) were briefly highlighted. While it was an honor to be quoted, the snippet couldn’t capture the full breadth of my perspective on this often-hyped, misunderstood area of investing. Many seasoned investors might know the basic mechanics of an IPO, but there’s so […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® “You can have all of the assets in the world you want, but if you have no liquidity, it doesn’t matter.” — Sam Zell (American billionaire businessman, 1941-2023) Navigating the intricate world of investments and wealth management can be a daunting task for […]
As healthcare costs continue to increase year after year, I often think about the most efficient way to not only pay for medical expenses as they occur, but also how to save for future expected and unexpected medical expenses. We are going to highlight the benefits of HSAs and clear up some common misconceptions. Health […]
As an entrepreneur, you’ve built your business for years and have come to the point when you’re finally ready to sell. Congratulations on reaching this milestone! After putting in countless hours of hard work and dedication, it’s understandable to want to make sure the selling process goes smoothly and yields the best possible outcome. Yet […]
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When you’ve spent years building and growing a family business, the decision to sell is never an easy one. When you have experienced wealth advisors by your side helping you analyze the possibilities, it makes it easier to have confidence in whatever decision […]
By Zach Whitchurch & Jeff McClean As a successful entrepreneur or executive, you know what it feels like to keep your nose to the grindstone and work hard to achieve your career goals. Maybe you’ve grown a business to the point where you can step back and sell it for more than you ever dreamed […]
Employee stock options are a popular form of compensation among high-earning executives and entrepreneurs as they offer the opportunity to purchase company stock at a discounted price and build wealth over time. Equity compensation can be an enormous windfall to employees of successful companies – with proper planning. But investing in employee stock options can […]