Wealth Solutions is a registered investment advisory company that is based in Bee Cave, Texas just outside of Austin. The company is run by Richard Blair who founded the company in order to provide his investing expertise to people who need help to save for retirement or other financial goals. The types of clients he provided his services to include families, individuals, and small business owners in the region.
There are three main areas that Wealth Solutions provides to its clients. It provides asset protection which is mostly needed for already retired people in order to safeguard the assets they had built during their careers. While still taking some risk, retirees need to protect themselves from market downturns as they rely on their investment income in order to live their day to day lives. Wealth Solutions also is an advisory company and manages their client’s portfolios in order to build wealth. Third, the company offers a learning center which includes emails on a weekly, monthly, or quarterly basis. These emails educate clients on how investing works and the terms that are used in the industry. They also help clients take an active role in how their investments are handled.
Richard Blair has been advising clients for more than 20 years. He has earned several financial designations such as RICP, CFS, CES, and CAS. He strongly believes that as the financial environment changes financial strategies need to be created in order to deal with new market realities. Richard Blair strives to make sure his clients are able to take advantage of market rises while also limiting their risk to market collapses. He does this through diversification of his client’s portfolio that are designed to meet each of their individualized amounts of risk tolerance and financial goals.
After graduating from college, Richard worked for a financial advisory firm for a year before starting Wealth Solutions in 1994. His objective at Wealth Solutions is to provide his clients with unbiased and objective financial advice. He has also eliminated all conflicts of interest in order to provide his clients with the best financial advice that they deserve. One of the biggest challenges for many people is the transition from working to retirement. Richard Blair helps people through this by making their investments more conservative and helping them with workable strategies of how to live on the income their investments and social security provide them.