Navigating Sudden Liquidity As an Entrepreneur
Jeff and Zach walk through how entrepreneurs can navigate the aftermath of a major liquidity event, because smart decisions after the exit matter just as much as the ones that got you there.
Balanced Investment Strategies for HENRYs
Are you a high earner but not sure where to put your money? This article breaks down how HENRYs can balance enjoying their income now with building serious wealth for the future. Stop leaving money on the table!
Trying to Sell a Business? Learn How We Helped One Owner Find Success
Selling a business isn’t just a financial decision—it’s a turning point. Whether you built it from the ground up or took it to new heights, deciding to move on comes with a mix of excitement, uncertainty, and tough decisions. The process itself is complex, full of negotiations, tax implications, and strategic planning. And beyond the […]
Post-Election Tax Changes: What They Could Mean for You
The tax landscape is poised for major shifts in 2025. In this video, Jeff McClean, CEO of Solidarity Wealth, and Lynn Evans, Tax Advisor & Director of Family Office Services, break down what these changes mean for affluent individuals, entrepreneurs, and executives like you. What policies are likely to change under the new administration? How […]
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 our clients face: balancing the demands of building a business with establishing financial stability for our families. These experiences have shaped how we manage our own wealth and how we […]
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. That’s why we’re excited to introduce Cameron Cole, our newest wealth advisor. In this conversation with CEO Jeff McClean, Cameron shares his perspective on wealth management shaped by 20 years […]
Qualified Small Business Stock: A Tax Game-Changer for Business Owners
As a business owner, imagine your first $10 million in gains being completely tax-free. This is the power of Qualified Small Business Stock (QSBS). Through careful planning, QSBS can: Exempt your first $10 million in gains from both federal and many state taxes Allow you to “trust stack,” enabling even more tax-free savings […]
Why You Need to Build Your Team of Advisors When Selling Your Business
Selling your business involves more than just closing the deal. To navigate the complexities of taxes, legal issues, and financial planning, you need a well-rounded team of advisors by your side. Whether you’re years away from a potential sale or preparing now, getting the right team in place can help you navigate the process […]
Stock Option Mistakes: Avoid Costly Errors and Taxes
Many of our clients at Solidarity Wealth work in high-growth industries (such as technology), and therefore receive stock options as part of their compensation package. While these are certainly a wonderful employee benefit, they come with many complex rules and tax implications. In our experience, too many of these professionals make avoidable mistakes that cost […]
Tax-Planning Strategies for “HENRYs”
Are you a “HENRY”? High Earner, Not Rich Yet (HENRY) is a term used to describe a person who has high income or the potential for high future wealth (think the founder of a startup) but currently has assets tied up in lifestyle expenses. So why do so many HENRYs feel they have little to […]