Financial advisor Richard Blair has developed a reputation for providing his clients in Austin, Texas with sound investment and wealth solutions. Blair and his company
Wealth Solutions have been offering clients top-notch services which have allowed them to protect, manage and grow their assets. Founder Richard Blair has proven to be a resourceful advisor and partner. He is qualified and highly experienced. His certifications include CFS, RICP, CAS and CES. An investment advisory firm, the Austin, Texas based Wealth Solutions is run as if it is a Registered Investment Advisory.
The Three Pillars
Wealth Solutions employs an innovative comprehensive three pillar approach. It’s designed to be customized to each client’s financial situation and meet their retirement needs. Pillar 1 identifies client’s goals, strengths, growth opportunities and risk tolerance. Pillar 2 is used to create a long-term strategy to meet client’s investment goals and liquidity needs.
It reallocates and manages client assets to maximize performance in positive markets and reduce losses in negative market periods. Pillar 3 focuses on the client’s insurance needs including long-term care, annuities and life insurance.
Richard Blair has always had a natural inclination for finance. He also loves teaching. After college he worked with a number of financial services companies. They include Worldwide Ventures Gp LLC, Crownbridge Wealth LLC, United Global Securities, Inc. and Blair Insurance Group LLC.
This gave him a great deal of experience helping groups and individuals get the most out of their portfolios and plan for the future. Blair has had industry securities registration for over 22 years and is registered with the SEC.
In 1994 Richard Blair founded Wealth Solutions to provide families, individuals and small groups in and around Austin, Texas with investment guidance and advice and other financial services. His mission is to grow their investments and help them to meet their retirement goals.
Today the company is an RIA with over $55 million in assets under management and a reputation for providing the highest quality advisor services and financial planning assistance. The company specializes in insurance, securities, asset protection, state and federal tax, employee benefits and estate tax and planning.
According to Manta, When clients choose to work with Richard Blair Wealth Solutions they know the financial advice they are given is backed by a solid research, planning and strategy. That plan includes the proper wealth management and retirement planning services to enable clients to attain their financial goals.