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 […]
5 Strategies for Tax-Efficient Charitable Giving
By Zach Whitchurch, President & Lynn Evans, Director of Family Office Services When it comes to philanthropy, most people focus on its profound impact on others—and rightly so. But here’s something we often overlook: giving doesn’t just change the lives of the people or causes we support; it transforms the giver too. And yes, part […]
My Journey to Solidarity Wealth: A Personal Mission to Help Families Thrive
By Cameron Cole, MBA, CFP® In the fall of 2005, I sat across from my father at a small café in a quiet suburb outside Washington, D.C., celebrating the birth of my first son—his first grandson. It should have been a joyful time, but instead, my father shared a heartbreaking revelation. He had been diagnosed […]
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 […]
8 Proactive Year-End Tax Strategies for 2024
By Lynn Evans As 2024 draws to a close, now is the time to take a proactive approach to your financial and tax planning to maximize savings and align financial decisions with long-term goals. At Solidarity Wealth, we know that reducing tax exposure requires more than last-minute adjustments—it demands a thoughtful, forward-looking strategy. With a […]
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 across multiple […]
Moving Beyond Money: Creating Purpose in Your Wealth Transfer
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® When people ask me about transferring wealth to the next generation, they often focus on the mechanics—the trusts, the tax strategies, the financial vehicles. But after working with successful families for years, I’ve learned that the most critical question isn’t how to transfer […]
Tune Out the Noise and Stick to Your Plan
By Danny Clark, Certified Private Wealth Advisor® Are you overwhelmed by the constant barrage of financial advice from the media and your friends? Do you find it difficult to stay focused on your long-term financial goals? In this brief video, we discuss the importance of tuning out the noise and sticking to a personalized financial […]
The Power of Consistency: A Long-Term Perspective on Wealth Building
By Zach Whitchurch President | Wealth Advisor Certified Private Wealth Advisor® CFP® In the finance realm, we often encounter complex strategies and intricate market analyses. However, one of the most powerful concepts in wealth building is also one of the simplest: consistency. This principle, instilled in me from a young age, has proven to be […]
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 effectively. […]