Meet d1g1t: Solidarity Wealth’s New Client Portal
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® I’m pleased to announce the official launch of our new client portal, d1g1t! Please note that this innovative platform is not a replacement for BNY/Pershing or Right Capital; rather, it is replacing Addepar. While some of our clients invest in the public markets […]
Money vs. Wealth: How to Create Wealthy Habits
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When most people think about wealth, they think of money. But the truth is, wealth stretches well beyond just numbers. Real wealth is rooted in your lifestyle—both your financial and non-financial habits. Growing up in Salt Lake City, we had a beanpole family—meaning […]
Unlocking the Secrets to a Successful Family: Putting the Right Advisors Around You
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In today’s world, families are faced with more than a few challenges, chief among them being navigating the complexities of our finances and our interpersonal relationships. True prosperity encompasses both financial stability and harmonious family relationships. Balancing these elements can be challenging, requiring […]
Balancing Liquidity and Growth: A Strategic Approach for Founders, Entrepreneurs, and Executives
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® “You can have all of the assets in the world you want, but if you have no liquidity, it doesn’t matter.” — Sam Zell (American billionaire businessman, 1941-2023) Navigating the intricate world of investments and wealth management can be a daunting task for […]
Case Study: How We Helped One Family Sell Their Business
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When you’ve spent years building and growing a family business, the decision to sell is never an easy one. When you have experienced wealth advisors by your side helping you analyze the possibilities, it makes it easier to have confidence in whatever decision […]
How We Help You Discover What Your Second Mountain Will Be
By Zach Whitchurch & Jeff McClean As a successful entrepreneur or executive, you know what it feels like to keep your nose to the grindstone and work hard to achieve your career goals. Maybe you’ve grown a business to the point where you can step back and sell it for more than you ever dreamed […]
Top Financial Mistakes We See Entrepreneurs Make
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® Entrepreneurs are used to taking risks, being creative, and thinking outside the box. Yet when it comes to financial decisions, that same type of thinking can lead to costly mistakes that jeopardize their business and personal financial future. At Solidarity Wealth, we have […]
How Not to Ruin Your Kids With Money
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® If there’s one thing that’s universally true, it’s that we all want to do right by our kids by teaching them things like kindness, respect, responsibility, and a solid work ethic. For those who have amassed significant wealth, it can be a fine […]
