Wealth Solutions is an American advisory firm that specializes in investments. They are based as a mainstay for their community in Austin, Texas. Richard Blair founded Wealth Solutions in 1994 and has worked tirelessly to create a Registered Investment Advisory firm that supports the financial needs of individuals and small businesses in the Austin neighborhood.
A key to the progressive growth of Wealth Solutions is the foundation three pillar system they use with each client. It is a perfect system that can help create a detailed picture of financial well being for each individual allowing Blair to create a financial road map that’s specific to each personal journey.
The first pillar allows the client to articulate their exclusive lifestyle. They are asked about their goals, growth opportunities, how much risk are they comfortable with, and their own strengths. This information establishes a foundation to build the right portfolio for each person. The Second pillar establishes the clients future. It tailors their investment plans to their financial goals. Blair understands that every client is different and wants to make sure that he is investing with his clients future outlook in mind, always caring for the person not just the number. The third pillar works to keep all his clients best interests safe and secure. Wealth Solutions helps and advises on insurance such as life insurance, long-term care, and annuities.
Richard Blair of Wealth Solutions has worked diligently to offer individuals and small businesses the education and support to invest their money with confidence. He maintains a high standard for his own education by earning several certifications in his field such as the RICP, CAS, CTS, and CIS. Education is more than just a core value for Blair, his mother and grandmother were both teachers and taught him the value of teaching and learning. Its an integral part of his upbringing and the best way he knows to create connections and relationships with his clients.
After more than 20 years in the financial industry, Blair still enjoys helping the people of his Austin community achieve their financial goals. His pillar foundation is unique in its ability to benefit every client while allowing for dynamic movement that is inevitable in the financial industry. Blair stays in tuned with the ever changing market to give his clients the most current advise that allows them to gain the most from their investments while limiting the risk. His dream of creating an advisory financial company that provides a positive and long term difference for his clients is a very successful reality.
For more information, connect with Richard Blair on LinkedIn.