AT
Alexandria Tucker
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Work Experience
N/A
Jul 2023 - Present · 1 years and 5 months
N/A
Jun 2022 - Jun 2023 · 1 years
N/A
May 2021 - Jun 2022 · 1 years and 1 months
Company Details
2-10 Employees
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. Together, we navigate the unique challenges of wealth to better plan your financial future. United with you. United for you. We diligently listen and truly get to know you — that’s how Solidarity Wealth aligns with our clients. 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. Visit solidaritywealth.com --- Solidarity Wealth, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Solidarity Wealth, LLC and its representatives are properly licensed or exempt from licensure. This page is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Solidarity Wealth, LLC unless a client service agreement is in place. More information regarding Solidarity Wealth, LLC and its Investment Adviser Representatives can be found at the Securities and Exchange Commission website www.adviserinfo.sec.gov
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
3300 N Triumph Blvd Suite 100 Lehi, Utah 84043, US
Keywords
Financial PlanningEstate PlanningInvestmentsSuccession PlanningTax MitigatioStock Planning
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