Wealth Solutions; Personalized Financial Planning Services

Wealth Solutions Inc. is an investment advisory firm based in Austin, Texas. The firm offers personalized business financial planning to small business owners, families and affluent individuals in Austin and other areas like Marble Falls, Georgetown, and Houston. Wealth Solutions has a goal of making a positive difference in the lives of all of its clients. The firm was founded by Richard Blair, an investment adviser with more than two decades worth of experience in the financial service industry.

 

The WSI team is committed to fostering lasting relations with their clients, guided by their passion, honesty and an uncompromising pursuit of excellence. Richard Blair acts as the clients’ investment officer, ensuring that their financial concerns are dealt with appropriately. With constantly changing financial markets, Wealth Solutions believes that financial strategies must change and adapt to these changes. The firm is always in pursuit of dynamic investment solutions to enable its clients to gain from changing financial markets and at the same time minimize any associated risk. The firm seeks to help its customers develop a comprehensive financial plan that will be pivotal in sound financial management.

 

Having been brought up by his mother who was a teacher, Richard Blair experienced firsthand how teaching can positively influence one’s knowledge and confidence. This experience combined with his passion towards finance made him realize he could offer assistance to people with their investments and financial management. After graduating from college, Richard entered the financial service industry founding Wealth Solutions in 1994. He had the goal of providing objective advice, customized investment, retirement, and wealth preservation strategies.

 

Over the years, Richard Blair has gained recognition and numerous qualifications in the financial service industry. He is a registered Certified Income Specialist (CIS), Certified Tax Specialist (CTS), Certified Annuity Specialist (CAS), Certified Estate and Trust Specialist (CES), Retirement Income Certified Professional (RICP), and Certified Fund Specialist (CFS). Richard has directed his skills and experience in retirement planning specializing in bridging the gap between planning for and living in retirement. Guided by his goal to help his clients realize the vision of a successful retirement, Richard Blair of Wealth Solutions provides strategies for a successful retirement income planning. Learn more: https://www.linkedin.com/in/richard-blair-bb6772108

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