Wealth Solutions is an investment advisory firm focused on offering comprehensive and personalized financial planning. The company is headquartered in Austin, Texas to assist wealthy families, individuals and business to manage their wealth. The company serves the entire Texas and its neighboring areas including George Town, Houston, Marble Falls, Bastrop and New Braunfels. Wealth Solutions was established by Richard Blair, CES, RICP, CFS and CAS.
Wealth Solutions Inc. particularly target clients who are preparing their retirement as they reach a significant stage of their life. Such clients are looking to reserve their wealth and since they can’t keep working anymore, they hope that they can obtain a steady income and still leave an inheritance for their heirs. Wealth Solutions comes in, and develop an all-inclusive financial strategy that will help their client to pursue their retirement objectives. The company offer advice to its clients on how to minimize taxes, take a social security plan as well as how to create a steady income flow.
And as the financial market continue experiences changes, Wealth Solutions strongly believes that its ever changing financial strategies will adapt to the changing needs of its clients. The company also offer services that allow its clients to manage, grow and protect their assets.
About Richard Blair
Richard Blair is the co-founder of Wealth Solutions Inc., an investment advisory firm based in Texas. He established Wealth Solution with the objective of helping families and owners of small business to manage their wealth before eventually diversifying to retirement investment planning. Richard drew his passion for education from his wife, mother and grandmother who were all teachers while he was still pursuing college education. He realized that teaching could develop the knowledge and confidence of an individual.
He therefore combined that experience with his natural passion for finance and the idea of helping people to manage their assets and wealth crossed his mind. After graduating from the university in 1993, he was employed in a financial services firm and a year later, he co-founded his own private firm, Wealth Solutions.
Today, Richard Blair have developed his knowledge and skills in the field of finance with his firm now specializing on retirement planning, wealth management and financial planning. He intends to continue pursuing growth and will not stop until eventually his firm is declared the best in providing edge financial advisory services.