Wealth Solutions is an investment advisory firm in Austin, Texas that offers clients the best asset management solutions. Richard Blair is the founder and CEO of the company. His colleagues regard him as a resourceful partner and advisor. He is a very experienced and highly qualified guy with many certifications like CAS, CES, CFS, and RICP under his belt.
To succeed in financial goals, Richard Blair of wealth solutions believes in a solid plan. This is his highest motivation to provide the people of Austin, Texas with wealth management services and retirement solutions. The company follows a three-pillar approach to managing wealth. This helps uncover the client’s financial situation and retirement options. It is also an easy way to find a customized plan for every customer.Learn more :
1st Pillar: This section helps the client to lay out his financial roadmap by identifying his goals, strengths, risk tolerance and growth opportunities. By appreciating a customer’s financial history, it becomes easy to identify a suitable financial roadmap to adopt.
2nd Pillar: This stage is aimed at developing a long-term strategy that is in line with the investment needs of the client. The client’s liquidity and investment goals are put in consideration. Richard helps in ensuring maximum performance of the clients’ portfolio by relocating and managing their assets when the market is right. During adverse market periods, this ensures minimum impact to the customer’s investments.
3rd Pillar: The final stage of this process is meeting the Client’s insurance needs that include long-term care, life insurance, and annuities.
WSI strategies are geared towards the changing market environment. This helps the company strive to offer dynamic but conservative solutions on investments. Such solutions motivate clients to invest while minimizing the risk involved.
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Richard’s inspiration about financial services comes from his family background. His mother, wife, and grandmother were teachers. He grew up appreciating teaching a major confidence booster and a sure way of increasing knowledge.
Soon after college, he dived into the industry of financial services. In 1994, he started Wealth Solutions to serve clients in his Austin. This where he has sharpened his experience and knowledge over time.