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 […]
How to Achieve Financial Freedom and Live Your Best Life

The term “financial freedom” is not a new phrase. And if you listen enough, you can find plenty of references to it in the financial media as it resonates with so many families who get caught in the never-ending loop of long hours, stressful work environments, and the constant struggle with work/life balance. To me […]
The Pitfalls of Timing the Stock Market

If you think trying to time the market can make you wealthy overnight, hold on! The biggest danger with this type of investing is that you’ll be missing out on important stock rallies while your guessing-game tactics play out. Transcript Why Timing the Stock Market Is a Risky Strategy Hi, I’m Jeff McClean, […]
How Is Investing $50M Different From Investing $5M

From my experience, each client and every investment account is unique in some way. While the core principles of investing (e.g., risk tolerance, diversification, goals) remain the same regardless of the amount you are investing, there are important differences to consider depending on the size of the investment portfolio. This is especially true when there […]
VIDEO: 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.