Coaching for Victory: The Parallel Playbooks of Soccer and Financial Planning

Coaching for Victory: The Parallel Playbooks of Soccer and Financial Planning

By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® Whether on the pitch or inside a financial portfolio, soccer coaches and wealth advisors have the same basic objective: give people the skills, training, and tools they need to become the best versions of themselves. With years of experience in soccer coaching under […]

Meet d1g1t: Solidarity Wealth’s New Client Portal

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

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

Unlocking the Secrets to a Successful Family

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 […]

Case Study: How We Helped One Family Sell Their Business

Case Study

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

How We Help

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

2023-3_Top Financial Mistakes We See Tech 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

How Not to Ruin Your Kids

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 […]