Solidarity Wealth is a wealth management firm focused on providing financial advice and services for founders, entrepreneurs, and executives. The firm operates as a Multi-Family Office, offering a range of services designed to manage the entire financial life of families with significant wealth.

Solidarity Wealth

Solidarity Wealth | 340 followers on LinkedIn. Together, we navigate the unique challenges of wealth to better plan your financial future. | Solidarity Wealth is a privately-held, wealth management firm, structured as a multi-family office focused on utilizing our exceptional service, technology, and expertise to help you navigate the unique challenges of wealth and to better predict your financial future.

We help individuals and families with both their big picture focus and their day-to-day wealth management needs. With the complementary skill sets our team offers, you’ll find not just competence, but proponents and champions for your financial future.

CEO at Solidarity Wealth | Managing Partner at Solidarity Capital

Jeff McClean

Director of Performance Reporting

Clark Featherstone

Wealth Advisor at Solidarity Wealth

Danny Clark, CPWA®

Operations Associate at Solidarity Wealth

Robert Patrick

Don’t fall victim to the noise. Watch our quick video to learn how to tune out the media’s financial advice and focus on a solid plan designed by a professional wealth advisor.

In the world of finance, consistency is king. Learn how steady habits can outperform complex strategies.

With the economic winds starting to shift in Tech as the Fed begins to ease interest rates, I wrote a quick piece on How to Avoid Costly Errors (and Taxes!) related to Stock Options and your overall equity compensation package. My team is always happy to help founders and executives navigate stock option decisions!

Stock options can be a powerful tool for wealth building—if used correctly. But too many professionals make avoidable mistakes that could cost them thousands. Learn about some common stock option pitfalls and how to avoid them in our latest article.

Selling your business? It takes a village! Learn why having a team of experts can help avoid costly mistakes and maximize net sale value.

We’re deeply honored after attending the Utah Business Fast 50 event, where Solidarity Wealth was recognized as one of Utah’s fastest-growing emerging companies! Fast 50 companies are selected based on a combination of revenue growth and total revenue, making this recognition especially meaningful for us as a young company. Since our founding in 2021, this journey has been nothing short of amazing. This award is a testament to the dedication and hard work of our entire team, and we couldn’t be prouder. A big thank you to Utah Business for this recognition and to everyone who has supported us along the way. We’re more motivated than ever to continue empowering our clients with the financial guidance they deserve. Here’s to even greater things ahead!

Want to know what the S&P 500 is and why it matters? Our latest video gives a crash course!

Happy National Dog Day! Today we celebrate the unconditional love and loyalty that our furry friends bring into our lives. Whether they're snuggling with us on the couch, going for long walks, or simply wagging their tails, dogs make every day brighter. 🐾 #NationalDogDay

Are you a "HENRY"? High Earner, Not Rich Yet (HENRY) describes those with high incomes but assets tied up in lifestyle expenses. Our latest article dives into essential tax planning strategies to help HENRYs reduce tax liability and build long-term wealth.

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