VIDEO: End of Year Update and 2024 Forecast

End of Year Update and 2024 Forecast

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.

How Will You Measure Your Life?

How Will You Measure Your Life?

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 […]

The Benefits of Working With a Multi-Family Office

Benefits of a multi-family office

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 […]

What You Need to Know When Investing in IPOs


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 […]

5 Key Steps to Consider When Preparing to Sell Your Business

2023-7_Key Steps Not to Overlook When Preparing to Sell Your Business

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 […]

Equity Compensation for Executives & Entrepreneurs: 6 Mistakes to Avoid

Equity Compensation for Executives - 6 Mistakes to Avoid

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 […]

The Power of Qualified Small Business Stock (QSBS) for Founders and Executives

The Power of Qualified Small Business Stock (QSBS) for Founders and Executives

Starting and growing a company takes a lot of hard work and dedication and, if successful, offers immense benefits. If you’re a founder or executive and you reach the point where the business meets or exceeds your expectations, it’s important to understand all the tools available to you, especially something called Qualified Small Business Stock […]

4 Tax-Efficient Ways to Give to Charity

2022-12_4 Tax-Efficient Ways to Give to Charity

Each of us has experienced firsthand the maxim that it is better to give than to receive. And charitable giving can be an essential part of your wealth management strategy—whether it’s part of your estate planning, generational wealth planning, or tax planning. As the end of the year draws near, with another year around the […]

How We Helped One Tech Executive Maximize His Equity and Reach His Goals

How We Helped

Even the most successful tech founders and executives need help maximizing their financial situation. At Solidarity Wealth, we provide wealth management services to a select group of founders, entrepreneurs, and executives seeking to provide financial confidence for yourself and future generations. Through our distinctive approach and deep level of care, we help our clients navigate […]

Why We Started Solidarity Wealth

2022-10_Why We Started Solidarity Wealth

“Remember why you started.” This anonymous quote is often used to inspire and motivate entrepreneurs to not give up and keep pushing forward toward their goals. As entrepreneurs ourselves, who serve entrepreneurial clients, we felt it appropriate to follow this advice as we celebrate a significant milestone this month. October is our one-year anniversary of […]