Wealth Solutions is a Registered Investment Advisory Firm that offers comprehensive and tailored financial planning to small business owners, individuals, and wealthy families in Austin. Given that financial markets are sometimes unpredictable, the company strongly believes that financial approaches too must be subject to change; hence, its constant search for opportunities that offer dynamic and conservative solutions to enable clients to participate in the positive facets while still centering on risk reduction.
As a majority of clients approach retirement and plan for the same, Wealth Solutions understands that the main goal of such clients includes wealth preservation, development of retirement income, and in the end, leave a strong legacy behind. With this understanding, the company’s core objective is to help customers in the development of a comprehensive financial scheme that helps them to meet their retirement goals.
About Richard Blair
The success of any influential company is pegged on the manpower behind it, and so for Wealth Solutions, Richard Blair is that force. As the founder of the company, his idea was to make a significant and positive difference in the lives of individuals, families, and small business owners. Blair’s thirst for education together with his natural love for finance made him realize that he could help people with financial planning and investment. He drew motivation from his grandmother, mother, and wife who were all teachers and exposed him to the world of education; hence, witnessed firsthand impact of what teaching can do in shaping one’s confidence and knowledge.
Blair went into the financial service industry in 1993 upon his graduation, and founded Wealth Solutions in 1994. The mandate was to provide unbiased and objective advice to clients without conflict of interests. He has honed his knowledge and skills in retirement planning over the years specializing in helping clients to bridge the gap between planning for, and enjoying retirement. With over twenty years of experience, Blair offers his customers with retirement strategies in income planning to avoid unnecessary drawbacks, and chase the dream of successful retirement.
Pragmatic Service Delivery
Wealth Solutions focuses in financial planning, wealth management, and retirement planning. With a strong and dedicated team in building a lasting relationship with clients, the company employees are passionate about business and are unrelenting in their quest for merit. Blair together with his team work hard in handling the financial concerns of their clients with pragmatism and appropriateness. Wealth Solutions is located in BeeCave, west of Austin with a strong presence in Houston, Marble Falls, Bastrop, Georgetown, and New Braunfels.