Solidarity Wealth

Solidarity Wealth

Solidarity Wealth was established in 2021 by Jeff, Zach Whitchurch, and Jimmy, three advisors who previously worked at a large national private bank. Their recurring client complaint — 'we want you to do more' — became the founding thesis: an independent, fee-only firm that could coordinate taxes, estate planning, cash flow, and private-investment diligence alongside portfolio management. The practice serves founders, executives, and their families concentrated along Utah's Wasatch Front — Salt Lake City, Park City, Draper, Provo — plus a growing roster of clients across the country. The firm operates as a boutique multi-family office, delivering what it terms the 'family CFO' model. Services extend beyond asset allocation to bookkeeping, bill pay, tax planning, monthly consolidated balance-sheet reporting, and family-governance facilitation. Solidarity explicitly limits its client count to preserve depth, a posture inherited from the coastal multi-family offices they cite as a model. Wealth management engagements encompass public-market portfolios, private-investment due diligence, and liquidity-event planning — notably the 'first 12 months' framework for clients receiving $10 million-plus in sudden liquidity. Regional emphasis remains the Mountain West technology corridor known as Silicon Slopes, though the firm accepts qualified families nationwide. All three founders remain active as wealth advisors under the Solidarity banner, with Zach Whitchurch holding the additional titles of President and Certified Private Wealth Advisor. The firm is a registered investment adviser operating under a fiduciary standard and accepts no commissions or revenue-sharing payments. January 2025: President Zach Whitchurch published a 2026 Market Outlook video flagging headwinds in AI and highlighting companies that 'sat out the 2025 party but are positioned for 2026' (per the firm, January 2025). Adjacent vehicles or institutional club memberships are not publicly disclosed; the firm's footprint remains its single Lehi office serving both local and remote households. Solidarity's structural advantage lies in the deliberate customer-concentration trade-off. Rather than scale by adding advisors and households — the private-bank playbook the founders left — the firm caps the families it serves so that each relationship receives the tax, estate, and investment-coordination depth typically reserved for single-family offices managing nine-figure pools of capital. That capacity-constrained model mimics the architecture of a billion-dollar family office while operating at a smaller asset base, a design choice that differentiates it from both wirehouse teams and conventional RIA aggregators in the Intermountain West.