Navigating Sudden Liquidity As an Entrepreneur
Jeff and Zach walk through how entrepreneurs can navigate the aftermath of a major liquidity event, because smart decisions after the exit matter just as much as the ones that got you there.
Balanced Investment Strategies for HENRYs
Are you a high earner but not sure where to put your money? This article breaks down how HENRYs can balance enjoying their income now with building serious wealth for the future. Stop leaving money on the table!
Trying to Sell a Business? Learn How We Helped One Owner Find Success
Selling a business isn’t just a financial decision—it’s a turning point. Whether you built it from the ground up or took it to new heights, deciding to move on comes with a mix of excitement, uncertainty, and tough decisions. The process itself is complex, full of negotiations, tax implications, and strategic planning. And beyond the […]
Speculating vs. Investing: Understanding the Key Differences
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times better off than they used to be, they take it for granted. All they think about is somebody else having more, and it’s not fair that he should have it […]
Choosing the Right Financial Advisor: Are Your Goals Aligned?
A parent approached me at a recent youth soccer tournament during one of the breaks between games. Knowing my profession, he asked, “What do you think about annuities?” When I responded that it depends on the situation, his expression revealed this wasn’t the answer he expected. I asked what conversations he’d had with his advisor […]
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 […]