Wealth Solutions Inc. is a firm which provides comprehensive personalized financial planning for small businesses, affluent individuals and families. Founded in 1994 by investment advisor Richard Blair, Wealth Solutions serves a wide variety of clients throughout the Austin, Texas area, Houston, Marble Falls, Bastrop, Georgetown and New Braunfels. The registered investment advisory firm has created some very effective investment strategies. They are constantly seeking dynamic, conservative investment opportunities for their clients that maximize returns and minimize risk.
At Wealth Solutions they understand the main goals of their clients are protecting their wealth, developing consistent income during retirement and creating a legacy to leave for their heirs. To help their clients reach their goals, Wealth Solutions develops comprehensive financial plans for them. The company develops appropriately diversified investment portfolios for their clients based on their goals and needs. Investment advisors for Wealth Solutions also make their clients aware of traditional and alternative investments opportunities as part of their holistic retirement planning services based on client’s financial objectives and risk tolerance.
The financial professionals at Wealth Solutions, Inc. collaborate with their clients to pursue opportunities to make their financial dreams a reality without taking unnecessary risks. For almost 25 years, Wealth Solutions has been helping a diverse group of people of all ages to make large sums of money to ensure they have an enjoyable future. The company currently has assets in excess of $55 million under management.
Richard Blair is a graduate of the University of Houston. He has a B.S. in Financial Management Services and Finance. In addition to his degrees, he also has a wide range of certifications through a number of well-respected organizations. Blair is a CTS, CIS, RICP, CFS, CES and CAS. His areas of expertise include securities, estate tax and planning, asset protection, integrated financial planning and employee benefits, and more. The investment advisor is also a certified and registered estate and trust specialist, as well as a specialist in annuities and funds in addition to being a retirement income professional.
Blair’s interest in educating people began at an early age. His grandmother, mother and wife are all teachers. He has long felt educating investors and helping them make wise decisions is his most important role (https://www.intelius.com/Find-Phone-Address/Austin-TX/Richard-Blair.html). Richard Blair has almost 25 years experience in the financial services industry. He has helped countless people to increase their fortunes and create solid financial futures through proper financial guidance.