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Jeff McClean

CEO - Wealth Advisor at Solidarity Wealth

Jeff McClean is the CEO, Wealth Advisor, and Co-Founder of Solidarity Wealth, LLC, based in Lehi, Utah.1 He is known as "The Wealth Architect" due to his background as a former tax and estate planning attorney.1 With over a dozen years of experience, Jeff has advised some of the country's most successful families on various aspects of wealth management.2

Professional Background

Jeff's expertise includes:

  • Advising clients through business sales, funding rounds, and IPOs
  • Complex tax and wealth planning transactions
  • Private and public market investments
  • Executive compensation packages
  • Succession planning2

In addition to his role at Solidarity Wealth, Jeff:

  • Advises single family offices on a broad array of challenges
  • Serves as the Managing Partner of Solidarity Capital, an income fund managed separately by the Solidarity partners2

Education and Certifications

  • Bachelor of Science in Accounting from Brigham Young University - Idaho
  • Juris Doctor, with honors, from the University of Texas School of Law
  • Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization (inactive)2

Thought Leadership

Jeff is recognized as a thought leader in tax, finance, and estate planning:

  • Quoted in Yahoo!Finance and Kiplinger's
  • Published in Silicon Slopes Magazine and the Taxation of Exempts Journal by Thomson Reuters
  • Spoken at various events, including the Estate Planning Section of the Utah State Bar and the Nonprofit Organizations Institute2

Personal Life

Jeff is married and has three children.2 He is active on LinkedIn, where he shares insights on wealth management, entrepreneurship, and financial planning.345

Highlights

Our Team | Wealth Advisor in Lehi, UT | Solidarity Wealth, LLC
Our Team | Wealth Advisor in Lehi, UT | Solidarity Wealth, LLC
Nov 19 · cnbc.com
McClean: Palantir is less at risk than traditional defense giants - CNBC
Nov 19 · youtube.com
McClean: Palantir is less at risk than traditional defense giants
McClean: Palantir is less at risk than traditional defense giants

Related Questions

What inspired Jeff McClean to transition from tax and estate planning attorney to wealth advisor?
How does Jeff McClean's background as an attorney influence his approach to wealth management?
What are some notable achievements or success stories involving Jeff McClean at Solidarity Wealth?
How does Jeff McClean's role as The Wealth Architect differ from other roles at Solidarity Wealth?
What are Jeff McClean's thoughts on current market trends and geopolitical impacts on investments?
Jeff McClean
Jeff McClean, photo 1
Jeff McClean, photo 2
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Location

Lehi, Utah, United States