A complete list of active advisors currently associated with Solidarity Wealth, LLC

Warmer can help you find a great advisor at Solidarity Wealth, LLC or one who fits your needs even better.

Solidarity Wealth serves successful individuals, families, trusts and related entities with a mix of wealth management, family office and personalized services, including investment advisory, tax and estate planning coordination, performance reporting, and equity planning. The firm manages approximately $704 million in discretionary assets and delivers services through a team of nine advisors. The firm constructs individualized portfolios that may include stocks, bonds, ETFs, mutual funds, private securities and options, and it employs a range of analytical methods (fundamental, technical, quantitative and qualitative) to inform portfolio decisions. Solidarity Wealth offers discretionary portfolio management and family office CFO-style coordination with clients’ legal, tax and insurance professionals, and it discloses use of derivatives and options overlays in client accounts where appropriate. Distinctive features in the brochure include an affiliated adviser, Solidarity Capital Management, which advises a private hedge fund (Solidarity Capital Fund I, L.P.) and for which the firm may solicit client investment while waiving its advisory fee on client assets invested in the fund. The firm also sponsors a wrap fee program (with an emphasis on clients who may incur options transaction costs), offers a subscription-style Solidarity Equity Planning Service billed monthly ($499–$1,199), provides bill-pay and financial administration services with client authorization controls, and notes that several representatives are licensed (non‑practicing) attorneys.

To learn more about the advisors currently working at Solidarity Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.