Solidarity Wealth, LLC

Veronica Fox is a Series 66-licensed advisor with Solidarity Wealth, LLC in Lehi, Utah, and has seven years of industry experience. Her prior work includes roles at Wells Fargo Advisors and M. S. Howells & Co. Outside of her advisory work, she maintains an active cosmetology license and occasionally provides hairstyling for family. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with comprehensive wealth management, portfolio management, and financial consulting services. The firm integrates detailed tax, estate, and liquidity reviews into individualized investment plans, employing a mix of fundamental, technical, quantitative, and sector analyses.

Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, Kera Capital, and M. S. Howells & Co. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with comprehensive wealth management, portfolio management, financial consulting, and administration services. The firm employs a fiduciary approach, incorporating detailed tax and estate reviews to develop individualized investment plans and uses a variety of analytical methods alongside distinctive operational features such as subscription-style equity planning and family-office bill-pay services.

Oscar Briones Ramirez is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation. He has been with Solidarity Wealth since 2025 and has prior experience as a self-employed professional and in education roles. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with a range of advisory services including comprehensive family-office and personalized wealth management, financial consulting, and portfolio management. The firm employs a fiduciary approach that integrates detailed tax and estate reviews with diversified investment strategies and offers unique services such as subscription-style equity planning and family-office financial administration.

Robert Featherstone is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and M. S. Howells & Co. Outside of advising, he is a partner in a real estate venture focused on purchasing and renovating homes and participates in a car-sharing platform by renting out his vehicle. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with comprehensive wealth management and financial consulting services. The firm offers personalized investment planning with a fiduciary approach, employing a mix of fundamental, technical, and quantitative analysis, and provides equity planning, consolidated reporting, and coordination with clients’ external advisors.

Zachary Whitchurch is a CFP® and Series 66-licensed advisor at Solidarity Wealth, LLC with 17 years of industry experience. His career includes roles at Wells Fargo Advisors and M. S. Howells & Co., and he has been with Solidarity Wealth since 2021. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with services ranging from comprehensive family-office and personalized wealth management to portfolio management, financial consulting, and financial administration. The firm employs a fiduciary approach that integrates tax, estate, and liquidity considerations to create tailored investment plans, utilizing a mix of fundamental, technical, quantitative, and sector analyses.

Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 credential and over nine years of industry experience. He previously worked at Orriant from 2014 to 2023 before joining Solidarity Wealth. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with comprehensive wealth management, portfolio management, and financial consulting services. The firm offers a range of investment strategies and coordinates planning with clients’ external legal, tax, and insurance advisors.

William Mortimer II is a financial advisor with Solidarity Wealth, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC and M. S. Howells & Co. Outside of his advisory work, he serves as a bishop managing church business, youth programs, and budgeting for The Church of Jesus Christ of Latter Day Saints in Salt Lake City. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a fiduciary approach, integrating tax, estate, and liquidity considerations into personalized investment plans that include public and private securities, mutual funds, options, and derivatives.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC in Lehi, UT, with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Bank, Wells Fargo Clearing Services, and Fizer, Beck, Webster, Bentley & Scroggins. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with a range of advisory services, including family-office wealth management, portfolio management, and financial consulting. The firm employs a fiduciary approach with individualized investment plans and uses a combination of fundamental, technical, quantitative, and sector analysis.

Nicholas Trotter is a CFP® professional with several years of experience in financial advising, currently with Solidarity Wealth, LLC. His background includes roles at Northwestern Mutual and community education positions at Utah Valley University. He has also been self-employed since 2020 and has experience in various other fields including healthcare and municipal services. Solidarity Wealth serves individuals, high-net-worth families, trusts, estates, and business entities with a comprehensive range of advisory services including family-office and personalized wealth management, portfolio management, and financial consulting. The firm employs a fiduciary approach that incorporates detailed tax, estate, and liquidity reviews to develop individualized investment plans, using a mix of fundamental, technical, quantitative, and sector analysis.