Articles
Choosing the Right Financial Advisor: Are Your Goals Aligned?
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
How We Manage & Invest Our Own Money
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
5 Strategies for Tax-Efficient Charitable Giving
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on
My Journey to Solidarity Wealth: A Personal Mission to Help Families Thrive
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
Meet Cameron Cole
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.
8 Proactive Year-End Tax Strategies for 2024
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