Jeff McClean

CEO | Wealth Advisor

For over a dozen years, Jeff has advised some of the country’s most successful families on all aspects their wealth. With his background as a former tax and estate planning attorney, Jeff has advised clients through business sales, funding rounds, IPOs, complex tax and wealth planning transactions, private and public market investments, executive compensation packages, and much more. In short, Jeff helps clients navigate the unique challenges of wealth and better predict their financial future.

In addition to co-founding Solidarity Wealth, which serves as a multi-family office to successful families in the Mountain West, Jeff advises single family offices on a broad array of challenges. Jeff also serves as the Managing Partner of Solidarity Capital, an income focused hedge fund.

Prior to co-founding Solidarity Wealth, Jeff was a Wealth Advisor at one of the country’s largest Private Banks where, at the time of his resignation, Jeff was ranked as their top Wealth Advisor in the country. Jeff also worked as a tax and estate planning attorney at a prominent law firm in Houston, Texas.

Jeff holds a bachelor’s degree in accounting from Brigham Young University – Idaho and a Juris Doctor, with honors, from the University of Texas School of Law. Outside of work, Jeff is married and the father of three amazing children. He has also served as past President of the Salt Lake Estate Planning Council and is a frequent speaker on tax and estate planning topics.

Education and Certifications

Bachelor of Science in Accounting, Brigham Young University, Idaho

Law Degree, with Honors, The University of Texas School of Law

Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization



Board of Directors of the Salt Lake Estate Planning Council


Member of the Society of Trust and Estate Practitioners (STEP)


Advisory Board Member of Silicon Slopes


“So many successful parents come to us concerned - they don’t want their newfound wealth to cripple their kids, but they want it to empower their children and future generations - and possibly save some taxes along the way. I love being able to help clients achieve peace of mind about their wealth and how it’s working for them, so they can focus on what matters most.”