Wealth Solutions is a Registered Investment Advisory firm based in Austin, Texas. The firm provides its clients with the services needed to grow, manage and protect their assets. The company’s founder and senior partner is Richard Blair. Richard Blair is the firm’s founder and he serves as a senior partner and advisor for the firm. Richard Blair is a deeply qualified advisor who has a degree in Finance and Financial Management Services from the University of Houston. Additionally he has professional qualifications such as the CAS, RICP, CFS and CES.
Richard Blair is a believer that any investment advice he gives his clients should have a plan. According to Blair a solid plan can enable anyone to pursue any financial goal. Mr. Blair finds fulfilment in providing the Austin community with the services needed to manage their wealth and plan their retirement. The plans that Wealth Solutions provide their clients are based on an inclusive three pillar approach. This approach gives the firm an easy way to grasp the client’s financial institution and create a holistic plan that is suitable to individual clients.
The first pillar that Wealth Solutions uses is identifying the goals, strengths, growth opportunities and risk tolerance. After understanding their client’s background Wealth Solutions can create a financial roadmap for their client that is customized to their financial needs.
The second pillar is used to create a long term investment strategy for the client. This strategy should meet the client’s investment goals and their liquidity needs. Richard Blair usually achieves the second pillar by managing and reallocating the client’s assets such that the client’s portfolio can maximize performance during economic upturns while minimizing losses during economic downturns.
The final pillar involves fulfilling the client’s insurance requirements. This can only be achieved after giving the client an investment strategy that is aligned with their goals. Richard Blair provides his clients with annuities, life insurance and long-term care insurance.
Richard Blair of Wealth Solutions is passionate about giving investment advice to families, small businesses and individuals. His passion is due to the teaching influence in his family. Both his mother and grandmother were teachers and he witnessed firsthand how teaching increases one’s knowledge and their confidence. His love for teaching and finance led him to create his company Wealth Solutions in 1994. Wealth Solution’s clients can attest to the objective and unbiased advice they receive from Richard Blair.