Allies for the future.
We are committed to cultivating a lasting partnership with your family so you can focus on what’s most important.
Solidarity Wealth is committed to listening first and responding second.
With the complementary skill sets our team offers, you’ll find not just competence, but proponents and champions for your financial future, united in the common goal of your success.
CEO | Wealth Advisor
At Solidarity Wealth, Jeff is known as The Wealth Architect. As a former tax and estate planning attorney, Jeff sees the big picture and helps clients understand how all the pieces of their financial puzzle fit together, building the best plan for their future.
President | Wealth Advisor
Zach specializes in the aspects of Behavioral finance with individuals and families. He helps clients understand what is most important to them. Zach works with clients to develop both “Wealthy Financial Habits” and “Healthy Financial Habits.”
Chief Investment Officer
As Solidarity Wealth’s portfolio manager and economic thought leader, Jimmy has developed well-crafted proprietary investment strategies through decades of analysis and experience.
Tax Advisor | Director, Family Office Services
Lynn brings deep experience advising individuals and families of wealth in matters of individual, fiduciary and business income tax; estate and gift tax; and fiduciary administration.
As an Investment Analyst at Solidarity Wealth, Alexandria hones her skills in investment research and portfolio management, developing quantitative methods to measure and map market environments, all to help make prudent investment decisions for our clients. Alexandria is married and enjoys working out and being active in her free time.
Client Services Team
Providing clients with exceptional service through a daily commitment to thorough, timely communication.
With you. For you.
We take the necessary time to build real relationships that can then lead to opportunities to thrive together.