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 […]
The Power of Qualified Small Business Stock (QSBS) for Founders and Executives
Starting and growing a company takes a lot of hard work and dedication and, if successful, offers immense benefits. If you’re a founder or executive and you reach the point where the business meets or exceeds your expectations, it’s important to understand all the tools available to you, especially something called Qualified Small Business Stock […]
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 […]
4 Tax-Efficient Ways to Give to Charity
Each of us has experienced firsthand the maxim that it is better to give than to receive. And charitable giving can be an essential part of your wealth management strategy—whether it’s part of your estate planning, generational wealth planning, or tax planning. As the end of the year draws near, with another year around the […]
How We Helped One Tech Executive Maximize His Equity and Reach His Goals
Even the most successful tech founders and executives need help maximizing their financial situation. At Solidarity Wealth, we provide wealth management services to a select group of founders, entrepreneurs, and executives seeking to provide financial confidence for yourself and future generations. Through our distinctive approach and deep level of care, we help our clients navigate […]
Why We Started Solidarity Wealth
“Remember why you started.” This anonymous quote is often used to inspire and motivate entrepreneurs to not give up and keep pushing forward toward their goals. As entrepreneurs ourselves, who serve entrepreneurial clients, we felt it appropriate to follow this advice as we celebrate a significant milestone this month. October is our one-year anniversary of […]
Understand Your Stock Options Before You Sign on the Dotted Line
When you work at a growth-oriented technology company, your finances and your income won’t be as simple as they are for others. While most people build their wealth from their salary, technology executives often build their wealth from their ownership in the company they work at in the form of stock options as part of […]