How to Achieve Financial Freedom and Live Your Best Life

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 […]

Why I Became a Wealth Advisor

Why I Became a Wealth Advisor

My journey as a wealth advisor is fueled by a profound desire to make meaningful contributions to people’s lives. From early in my career, I knew I wanted to use my knowledge of financial services to create lasting relationships with people and guide them toward their financial goals.  Today, as a dedicated wealth advisor at […]

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 […]

How Is Investing $50M Different From Investing $5M

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 […]

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 […]

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 […]

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 […]

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 […]