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Our Story

United with you. United for you.

Our Story

We diligently listen and truly get to know you — that’s how Solidarity Wealth aligns with our clients.

Solidarity Wealth offers comprehensive financial advice for your unique situation and life. Our wealth advisors provide in-depth wealth management strategies and family-office services so no area of your investments and financial life is overlooked. 

At Solidarity Wealth, our partners are not only experienced at tackling the intricacies of your wealth needs, but also at navigating the nuances of relationships. Here you will find a warm and welcoming place to do business, where you will get to know us and be fully known in the process. We aim to listen before we speak. We strive to never make assumptions. And above all, we take the necessary time to build real relationships that lead to opportunities to thrive together. 

Technology Built for Techies

Our wealth advisors offer high-tech wealth management processes. We can link multiple accounts for you, enabling you to see a daily live picture of your finances. This includes accounts for all your providers, not just accounts we handle. This technology simplifies your life, your finances, and, above all, your wealth management. We make the complexity of wealth, simplified.

Client Portal

You can view your account through Pershing’s secure client access portal.

*Neither Pershing nor Addepar are affiliated entities of Solidarity Wealth

Featured In

Advisor Hub- RIAs to Watch: Our Methodology - We received nominations from 339 firms. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. After the award was earned, $299 was paid to use the Advisor Hub 2024 logo

Utah Fast 50 (Emerging): Information was as of December 31, 2023. Revenue from 2021 and forward was evaluated. Every year, Utah Business awards the 50 fastest-growing companies in the state. The following companies are ranked by total five-year revenue and compound annual growth rate. Companies not in business for 5 years were eligible for the Emerging Companies. **Submissions for the Utah Business Fast 50 and Emerging Companies nomination process are compiled and verified by the accounting firm of Squire & Company, PC, the fastest growing locally owned accounting firm in Utah with locations in both Salt Lake City and Orem. After the award was earned, $6,000 was paid for a half-page congratulatory page in Utah Business Magazine, half-page in event program, table of 8 guests at awards luncheon, company logo on event program, and use of the official event logo.

3600 N. Outlet Parkway, Suite 200, Lehi, Utah 84043

(385) 374-1665 info@solidaritywealth.com
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Solidarity Wealth, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Solidarity Wealth, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Solidarity Wealth, LLC unless a client service agreement is in place. More information regarding Solidarity Wealth, LLC and its Investment Adviser Representatives can be found at the Securities and Exchange Commission website www.adviserinfo.sec.gov.

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