United with you. United for you.
We diligently listen and truly get to know you — that’s how Solidarity Wealth aligns with our clients.
United with you. United for you.
We diligently listen and truly get to know you — that’s how Solidarity Wealth aligns with our clients.
Why we do what we do:
By being aligned with you and your needs and goals, Solidarity Wealth provides the qualitative and quantitative level of care that you deserve and that isn’t often found in our industry. By doing so, we help you achieve what’s most important to you.
Helping you be the best version of yourself brings our team great satisfaction, every day.
We are motivated by:
A deep desire to be the best in our field, to the benefit of you, our clients.
Possibilities and opportunities, to find new and creative ways to solve problems and grow your wealth.
Knowing we are making a difference and helping you understand yourself a bit better.
We are committed to being:
Adept & Authentic
At Solidarity Wealth, our partners are not only experts at tackling the intricacies of your wealth needs, but also navigating the nuances of relationships. Here you will find a warm and welcoming place to do business, where you will get to know us and be fully known in the process. We aim to listen before we speak. We strive to never make assumptions. And above all, we take the necessary time to build real relationships that can then lead to opportunities to thrive together.
Determined & Dynamic
At Solidarity Wealth, you can expect our partners to be highly engaged in helping you to identify your financial goals and then diligent in working with you to bring them to fruition. We utilize advanced techniques and processes to be able to offer you a superior experience compared to our competition. We also love being able to help connect people who would benefit from knowing each other, providing access to private investment opportunities, deal flows, and networking to new groups of individuals.
Solidarity Wealth is a privately-held wealth management firm, founded by individual experts with unique backgrounds.
We are independent advisors, which means we work for you, our clients, not for a large corporation or stakeholders. This independence means we get to choose which partners we surround ourselves with, allowing us to offer the very best in service and technology.
We’ve chosen to partner with Pershing* (founded in 1939, and part of The Bank of New York Mellon) as our custodian for financial holdings, FDIC protections, and investment insurance for your peace of mind. We’ve also partnered with Addepar*, a wealth management platform that specializes in data aggregation, analytics, and performance reporting, allowing us to provide you with exceptional service.
Frequently Asked Questions
Solidarity Wealth was founded by Jeff McClean, Zach Whitchurch, and Jimmy Mortimer, all former advisors with Wells Fargo. They each bring a unique set of skills and expertise to the team. Our great client associate, Veronica Fox, and Tax Advisor, Lynn Evans, have joined us at Solidarity Wealth. We also welcome Clark Featherstone to the Solidarity Wealth team. Learn more about our team.
As independent advisors, we hold all client assets with a third-party custodian. We’ve chosen Pershing* (The Bank of New York Mellon) as our custodian partner. Founded in 1939 and then added as a subsidiary to The Bank of New York Mellon in 2003, Pershing has $2T in global client assets while BNY Mellon has more than $45T in assets under administration (as of June 30th, 2021). Pershing* is trusted and tested, and they’ve proven to protect our clients’ interests while providing us with the most innovative solutions possible.
You can expect that we will continue to use the same wealth management approach you’ve experienced in the past, but with enhanced technologies, additional experts, and greater opportunities at your fingertips.
You can view your account through Pershing’s* secure client access portal.
After your paperwork is completed, we will submit it for immediate processing so we can transfer your account and keep contributions and distributions intact. If you need to move funds during the transition time, please connect with us.
To begin, you’ll need to complete a set of documents authorizing the transfer of your accounts. This will include paperwork for both Pershing* and Solidarity Wealth. We will provide this paperwork in the manner that is most convenient for you and will walk you through each document as needed.
No. As long as you complete the paperwork we provide, your assets will transfer without being subject to liquidation or taxes. Any transfer fees assessed will be reimbursed once your account transfers to Pershing*. Any quarterly fees already assessed to your account will be reimbursed on a pro rata basis by your prior investment firm and reassessed by Solidarity Wealth post-transfer. We know that can be confusing, so please connect with us with any questions!
Let’s connect! We’re here to answer any questions you have and make this a smooth transition for you. Our main office number is (385) 374-1665 or find our full contact information here.