Wealth Solutions is headquartered in Austin, Texas and operates as an investment advisory firm. Wealth Solutions employ highly esteemed professionals to help you protect, manage and grow your assets. With tax laws changing constantly, there are a wide variety of beneficial financial products you may not know about. It can be extremely overwhelming to navigate through all of their complexities and stay current. The advisors at Wealth Solutions have helped business owners, professionals and executives with the tools to manage and protect their investments. They use a disciplined review and planning process that can preserve your assets and wealth. Each plan is tailored to the clients specific needs, whether it be retaining income in case of disability or death.
Richard Blair of Wealth Solutions, is the founder and an independent financial advisor. He holds several qualified certifications including: a (CTS) Certified Tax Specialist, a (CAS) Certified Annuity Specialist, a (CFS) Certified Fund Specialist, a (CES) Certified Estate and Trust Specialist, a (CIS) Certified Income Specialist and a (RICP) a Retirement Income Certified Professional. Richard Blair has over 20 years of experience in the financial sector. His focus is to provide an objective, and offer professional advice and implement financial strategies. Blair takes pride in serving the community of Austin, Texas and helping them achieve their financial goals.
Wealth Solutions follows a specific three step approach to assess their client’s current financial state and their retirement goals. Every plan is customized and tailored to each client’s unique needs. Step one: your advisors will identify your risk tolerance, strength and goals to come up with growth opportunities for you. Step two: your advisors will develop a strategy long-term, that meets your investment goals and liquidity needs. Richard Blair and his team, will help reduce the amount of risk during negative market periods, while maximizing your profits when the market is hot. Step three: the final step is determining your goals and establishing strategies that will help you reach them. He can work with you to find the best life insurance or long-term care insurance policies.
Richards as a young child, was able to see how teaching others can grow self confidence. He was highly influenced by his grandmother and mother whom both were teachers. Throughout college, he found a love for finance and then created Wealth Solutions in 1994. He earned his Bachelor’s degree in Finance from the University of Houston. He is married to his wife Joanne and has three children.
Connect with Richard Blair on LinkedIn.