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