Wealth Solutions, a Registered Investment Advisory firm based in Austin, Texas, offers advice and planning services related to managing wealth. They have a three pillar approach for meeting their clients’ financial needs. These three pillars involve creating a financial plan, developing long-term financial strategies, and providing for insurance needs. Using this approach, Wealth Solutions has developed a proven track record that demonstrates their commitment to providing solid financial advice, planning and management to their clients.
According to Manta, because Richard Blair Wealth Solutions recognizes that each of their clients has different financial needs and goals, they provide each client with customized financial planning and advice, rather than only offering a single, standardized approach. However, certain key aspects of financial planning remain uniform throughout client portfolios at Wealth Solutions.
These aspects include things such as a commitment to diversifying investment portfolios, following a complete assessment of an individual client’s current financial position, assets and liabilities. Additionally, Wealth Solutions seeks to make sure that their clients’ investment strategies have room to evolve at the same pace that financial markets do, because markets can change very quickly, rendering an inflexible investment plan worthless.
Richard Blair founded Wealth Solutions in 1994 out of a desire to teach others about finances and how to manage them properly through every stage of life. Richard’s love of imparting others with knowledge grew out of his family’s legacy of teaching, as both his mother and grandmother were teachers.
Prior to founding Wealth Solutions, he attended the University of Houston, where he received his bachelor’s degree in finance. After completing his studies, Richard combined the things he had learned with his inclination toward teaching to create Wealth Solutions/
Since the establishment of Wealth Solutions, Richard Blair has gained over 20 years of experience in the financial investment industry. He has also received numerous certifications such as Registered Investment Advisor, Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Income Specialist, Certified Tax Specialist, and Retirement Income Certified Professional. His experience and certifications make Richard Blair of Wealth Solutions highly qualified when it comes to handling the planning and management of his clients’ finances.