Richard Blair,founder of Wealth Solutions has built a very successful career based on helping others. After realizing he had a natural affinity for finance while in college he decided to pursue a career in the financial services industry. A year later he would go on to found his own independent investment advisory firm.
Wealth Solutions is easily one of the top advisory firms in the state of Texas. Operating as a Registered Advisory firm it makes the most useful services available to the everyday individual. Richard has a knack for educating and sharing his honed knowledge and experience with clients. His attributes this ability to his love for education. because his mother and grandmother were both teachers he was able to see the affect teaching can have on someone’s life.
Richard’s method, while effective, is relatively simple. It is largely based on the idea that everybody needs a solid plan to fulfill their financial goals. Without proper planning even the most savvy individuals can find themselves in a financial crisis.
Wealth Solutions relies on a three pillar approach. Using this approach the firm is able to get a pretty accurate feel of a client’s current financial situation and their retirement needs. In addition, Wealth Solutions doesn’t use a one size fit all solution. Each plan is customized to fit a particular individual.
The first pillar functions to help a client figure out their financial strengths and weaknesses as well as goals for the future. This is probably the most important pillar.
The second pillar is where the long term strategy comes into place. Investment needs are met and customized for a specific client.
The third pillar covers the topic of insurance. It includes long term care and life insurance.
About Richard Blair
Richard Blair of Wealth Solutions is more than happy that he decided to go into the financial services industry over 20 years ago. His firm is still thriving all these years later and continues to grow. He helps people avoid making easy to avoid common mistakes by providing reliable strategies for retirement income planning. His ultimate goal is for all his clients to have a successful retirement.
To learn more, visit http://www.wealthsolutionsria.com/.
The formation of Kerrisdale Capital Management by Sahm Adrangi in early 2009, a period that the country was just recovering from the 2007-2008 financial crisis was a significant footprint that set the way for sporadic growth as well as development in the financial sector. Starting with the modus operandi adopted by Sahm Adrangi at the Kerrisdale Capital Management, it was evident that the company had moved into the commercial experience with authority. The love and passion for his work led Sahm Adrangi to develop a unique leadership Strategy that saw to it that the company’s total assets increased to about 150 million dollars as compared to 1 million dollars value of assets when the company started, and https://www.crunchbase.com/person/sahm-adrangi.
A more significant indicator that Adrangi was a very active business leader was evident through his leadership tenure. For instance, he was not the founder of Kerrisdale Capital Management but also the Chief Investment Officer due to his seasoned experience in the financial market. Besides, he was primarily involved in almost the day to day running of the activities of the company. He would ensure that all the prioritizing of the organization are set right as well as looking opportunities that the company might venture to maximize its profitability.
The strategy by Sahm Adrangi that made things different at the Kerrisdale hedge fund was the change of focus of the company. First and foremost, it is publicly known that the hedge fund conducts research programs and then shares its findings with other industries as well as groups. Sahm Adrangi’s directive was that the company should focus on a particular sector that the company had specialized. One such area was Biotechnology segment which the Kerrisdale Capital Managment circulated research on advancement stages of the corporations such as Bavarian Nordic, Sage Therapeutics, Pulse Biosciences, Zafgen, Unilife among just to mention a few. A different segment of expertise was the mining sector that they had started conducting marketing valuations of resources such as Northern Dynasty Minerals and more information click here.
Sahm Adrangi was also an activist for many years. More to the point, he engaged the Lindsay Corporation management in 2013 to make the most of the firm’s distribution of money as well as capital allocation policies.
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.